Sometimes you will need to make changes to an invoice in your accounting software after it has been imported into ProRata.
Once an invoice has been completed in ProRata, it is no longer tracked for changes in QuickBooks.
You will need to Undo the import and import again. Below are steps to update the invoice in ProRata depending on whether the invoice has already been updated in your accounting software.
Updating if the invoice has NOT been changed in your accounting software
In ProRata, go to your Completed invoices and find the invoice that you need to update
Undo the invoice
Make the change in your accounting software
In ProRata, Refresh your invoices to pick up the new change
In ProRata, go to Pending invoices and find the invoice you just updated. Verify the changes are reflected
Import the invoice again into ProRata
Updating if the invoice HAS already been changed in your accounting software
Once an invoice has been imported into ProRata, ProRata stops watching for changes to that invoice. In order to pick up the new changes, we will Undo the import then make a minor change to the invoice to trigger ProRata to "see" that new update.
In ProRata, go to your Completed invoices and find the invoice that you need to update
Undo the invoice. ProRata will now be watching for NEW changes.
In your accounting software, find the invoice you have already made changes to. Make a minor change to the invoice such as adding a space or period to the memo. This will trigger an update next time ProRata is refreshed.
In ProRata, Refresh your invoices to pick up the new change
In ProRata, go to Pending invoices and find the invoice you just updated. Verify the changes are reflected
Import the invoice again into ProRata