To insure that all transactions are properly synchronized between Filopto and QuickBooks the following restrictions apply.
1. In Filopto, an invoice cannot be deleted if it has been transferred to QuickBooks.
2. In Filopto, an Invoice line item including taxes cannot be added, deleted or modified if the invoice has already been transferred to QuickBooks.
3. In Filopto, an Adjustment, Refund or a Payment cannot be delete or modified if it has been transferred to QuickBooks. Refunds are negative payments and flagged as a refund.
4. In Filopto, an Insurance Claims cannot be delete or modified if it has been transferred to QuickBooks.
To make adjustments to these types of entries you must create a new record or invoice in Filopto and it will be transferred to QuickBooks during the next transfer to reflect the changes made.
