Using the Undo QuickBooks Sync Feature

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There may be times you need to access a processed expense report not listed in your QuickBooks Sync Requests queue. For example, you may need to access a processed expense report if it has been accidentally Excluded from the queue on the QuickBooks Sync Requests page, or if an expense report was synced to QuickBooks using the Certify QuickBooks Sync tool and has been changed. In these instances, you can return the expense report to the queue.

This article shows you, as a Certify Administrator, how to locate and return an expense report to the QuickBooks Sync Requests queue using the Undo QuickBooks Sync feature.

Step 1: From your Certify account homepage, click Analytics.

Return a Report to the QuickBooks Sync Queue - Save

Step 2: Scroll down to the Financial Oversight and Auditing section and select Processed Expense Reports.

Return a Report to the QuickBooks Sync Queue - Processed Expense Reports

Step 3: Use the search fields to find the expense report to work with.

Return a Report to the QuickBooks Sync Queue - Search for Expense Report

Step 4: Select View next to the expense report that you want open.

Return a Report to the QuickBooks Sync Queue - Choose Expense Report

Step 5: From the opened expense report, click Undo QuickBooks Sync.

Return a Report to the QuickBooks Sync Queue - UndoQuickBook Sync

Step 6: From the Confirmation that pops up, click Yes. The expense report is then returned to your QuickBooks Sync queue.

Once the expense report is returned to your QuickBooks Sync queue, if this expense report already exists in QuickBooks, delete it from QuickBooks to prevent duplication.

 

Return a Report to the QuickBooks Sync Queue - UndoQuickBook Sync - Yes

Step 7: To retrieve the expense report, select QuickBooks Sync from your Certify account homepage.

Return a Report to the QuickBooks Sync Queue - Return to Queue

Step 8: The expense report is now available on the QuickBooks Sync Requests page. Select the Employee name or Expense Report name to open the report and make any changes needed.

Return a Report to the QuickBooks Sync Queue - Returned to Queue

Step 9: Once you have made your edits, process the expense report as usual.

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