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Replying to:
RaymondJayO
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Hello there, @nadiaj

 

Thanks for letting me know that you're able to sync accounts from CRM to QB after reaching out to our Intuit Developer Team. 

 

Just to verify, what specific issues are you having for your 4 accounts? This way, I can provide correct solutions to your concerns.

 

Since you've created those accounts in QuickBooks and CRM separately, you can delete those affected accounts and invoices in the program. I'd suggest creating a backup of your company file since the deletion steps are permanent.

 

Here's how to delete an account: 

 

  1. Go to the Lists menu at the top. 
  2. Select Chart of Accounts
  3. Right-click the account name, then click Delete Account
  4. Click OK

 

You can perform the steps below on how to delete those invoices entered in QuickBooks: 

 

  1. Go to Customers menu at the top. 
  2. Select Customer Center
  3. Choose the customer name from the left menu. 
  4. Select the invoice. 
  5. On the Invoice screen, click Delete at the top of the screen. 

 

This will get you in the right direction, @nadiaj. I'm here anytime you have other concerns. Have an awesome day!

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