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SueCJohnson
Level 1

What is causing an indirect edit by System to send an invoice to a customer? We don't want it to do this?

 
1 Comment 1
FateCandylaneT
QuickBooks Team

What is causing an indirect edit by System to send an invoice to a customer? We don't want it to do this?

The changes initiated by the QuickBooks Online system arise from a variety of significant factors, SueC.

 

These automated procedures aim to maintain data accuracy and ensure thorough record-keeping within your QuickBooks Online (QBO) account. Here are some examples of these processes:

 

  • Manual changes are made that directly affect another record. This happens after editing a payment that's applied to an invoice.
  • Automated transactions: When recurring transaction templates generate or add new entries automatically, these are attributed to System Administration.
  • Third-party app integration: Syncing or downloading data from external applications can result in changes logged as System Administration actions.
  • Banking synchronization: Updates from connected online banking services can prompt system-level changes.

 

These system-modified indirect edits are made to maintain the integrity of your QBO data, even though they may not be directly initiated by you as the user. Thus, these updates are working as designed in the program.

 

I'm also sharing this reference to provide details when running the Transaction history and Audit log reports: Use the audit log to re-enter deleted transactions in QuickBooks Online.

 

In addition, here's how you can track and enter customer-paid invoices to ensure the accuracy of your accounts: Record invoice payments in QuickBooks Online.

 

Let us know in the comments below if you need further assistance.

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