Like most of our global settings, when you connect or configure our QuickBooks integration, it does not automatically sync your existing bookings, deposits, or payments with QuickBooks, whether they are past or future. This follows our standard practice of not touching existing bookings or payments, so that changes to your configuration affect only new bookings or payments created from that point forward. To solve this, we built a batch update tool for QuickBooks that lets you find large numbers of bookings, deposits, or payments, turn them on or off, or nudge them to sync again.
Go to the QuickBooks area (Settings > Financial > QuickBooks) to see it in action. Above the list of your QuickBooks connections, click the Batch Update Bookings button. Select the bookings you want to update by using the 'select all' option, or shift-click, and, if desired, specify the properties or Listing Sites.
Bookings
Select the action you want to take (turn on, turn off, re-sync existing) and then use the date filters to target which bookings should be included. Click "Show Bookings," and the system will display a list of bookings that match the date range, so you can review them before updating.
When the Bookings to Update are displayed, you now have the option to exclude (default) or include bookings by unchecking the booking from the Exclude column.
Once you're ready to go, scroll to the bottom and click Turn On these bookings to continue. While you wait, the system will run through and turn on/off/resync those bookings as you requested.
When you change your property mappings in a QuickBooks connection, we'll automatically detect any bookings that need to be updated and auto-redirect you to this batch update tool with the recommended bookings to fix.
Deposits
QuickBooks users can find and remove corresponding deposits or leave existing QuickBooks deposits as they are.
Payments
Similar to reviewing your Bookings, you can also manually delete multiple payments, which can be especially useful if you unintentionally synced too much data. When you select the Payments option, you can choose to update payments to match current settings, re-sync payments that are already syncing, or turn off syncing for payments.
After you determine which payments you want to focus on and click the Show Payments button, the payments found are listed below. To exclude a payment, check the Exclude checkbox, then click Turn Off these payments.
Note that if a single payment is turned off, all future payments for that booking are no longer synced, and even if a payment is excluded later, any existing payment records in QuickBooks can still be excluded or removed.