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I set up invoices to default to check the box of "Waiting for sync approval".  My question is - where do we now go to approve the invoices so that they will sync?

Thanks!

Karen Dellaripa

Hi Karen,

To view Non-Posted Transactions go to the QuickBooks Tab Group > QuickBooks Home > QuickBooks Dashboard > scroll down to the Non-Posted Transactions section where you will see a grid listing all transactions that haven't been synced to QuickBooks. The user/manager would use this data to find the invoice and "approve it" by removing the Wait For Sync Approval? option and clicking Save.

- Ashur

Let me add on to my previous post.

The idea with the "wait for sync approval" field was to flag transactions that were not supposed to go to QuickBooks yet. Out of the box, we don't have a pre-determined work flow to use with this checkbox. So if someone decides to check the box, it is up to them (or another user) to remove the box manually from the transaction. This bolds true for all transactions. The only time that we automatically check this box is if a transaction is created for a lead, thus preventing them from becoming a customer before they should.

This field was added so that designers of screens could build custom work flows that suit their needs or the needs of their clients. Hope this helps!

- Ashur