What do we do with these pesky $0 invoices that run a muck and can cause a bit of chaos in QuickBooks Online? We recommend removing these invoice from the Accounting Interface Screen in ConnectWise PSA. Once removed, Mobius will not attempt to transfer these over.
In ConnectWise PSA:
- Go to the Finance > Accounting Interface screen
- Select the Unposted Invoices tab
- Use the check boxes to select the invoices that you don't want to send
- In the Actions menu, choose Remove Record.
- You will receive a pop up to confirm this action. Please enter a Batch Number and click “Save”.
- The Remove Records process creates an accounting batch in ConnectWise PSA. Choose a Batch Number to identify this batch if you need to find it again later. If you don't know what to put here, then I recommend RR-<date> (Ex: 'RR-2020-12-29').