Deleting QuickBooks Integration Mapping for Invoices and Payments

If you have already synced invoices or payments to QuickBooks you will need to delete that integration mapping in BigSIS if you want to make changes to an invoice that has already been synced. These steps will show you how to remove integration mapping from an invoice and, separately, steps for removing it from a payment. You almost always will have to do both so start with the invoice and then move on to the payment from there.

IMPORTANT! You MUST remove any associated invoices or payments from Quickbooks after completing these steps. If you do not remove them from Quickbooks you will create duplicate invoices and payments.

Click here to skip to removing mapping from a payment

Click here to skip to removing mapping from the payments and refunds tab

Removing Mapping From an Invoice

1. Go to Favorites > Families. Filter for and edit the appropriate family.
   
   
   
2. Go to Invoices > edit the correct invoice.
   
   
   
3. Go Integration Mapping > select the mapping > click Remove. 
   
   
   
4. Click OK and you are done with this step.
   
   
   
5. It is now required to move to the next section to confirm if you need to remove the integration mapping for any payments tied to the invoice.

Removing Mapping from a Payment

1. Edit the invoice that you have already removed the mapping from.
2. Click Payments > edit the payment.
   
   
   
3. Go to Integration Mapping > select the mapping > click Remove. 
   
4. Click OK to remove the mapping and you are done with this step.
   
   
   

Removing mapping from the Payments and Refunds tab

1. Go to the Payment & Refunds tab > double-click to edit the family.
   
   
   
2. From Applied to Invoice(s), right-click > click Edit Relationship to.
   
3. From the Integration Mapping tab > select the mapping > click Remove.
   
4. Click OK to remove the mapping and you are done with this step.