Decoupling/Unsyncing an Invoice or Expense in Xero, QuickBooks or Reckon One


To decouple (unsync) a synced invoice or expense from your accounting package:

  1. In Halaxy, navigate to the invoice or expense and click Xero, QuickBooks or Reckon in the top-right.

    The user clicks the Xero button on an expense to view a sync history
  2. Click the Unlink icon next to the line you wish to unsync.

RESULT: The invoice/expense is no longer linked between Halaxy and your accounting package, and further updates to the invoice/expense in Halaxy will not be synced. You can re-establish the sync, or sync it to a different invoice/expense in your accounting package, by manually syncing.

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