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Datto Autotask PSA: How to Reprocess An Invoice into QuickBooks Online



This article describes the steps to reprocess an invoice into QuickBooks Online from Datto Autotask PSA.


  • Datto Autotask PSA


First, you'll need to "reset" to be visible by the API. This step varies based on the invoice numbering option.

If the customer is unsure what their invoice numbering option is, advise them to check the Invoice Numbering Option in the settings of the Autotask Invoices app in QBO. See Settings for Autotask Invoices to Quickbooks Online app (should we convert this card to partner-facing?)

If QuickBooks is set to assign the invoice numbers

  • Go to A > Contracts > Invoice History
  • Locate the invoice that you need to reprocess either by the invoice number in that field, or you will likely see an invoice number of "ERROR"
  • Clear out the invoice number field in Autotask and hit save

If Autotask is set to assign the invoice numbers (either invoice id or at invoice number)

  • Go to A > Contracts > Invoice History
  • Locate the invoice you need to reprocess and right click on the invoice > Select "Clear Web Service Date"
  • By clearing out the "Web Service Date" from Autotask, the integration is able to see that it has not processed that invoice

Once the invoice is "reset" and can be seen by the integration, QuickBooks will reprocess that invoice upon your next synchronization or via manual copying of the invoice

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