Unpublish an invoice in AutoEntry so you can make changes or publish it again to your accounting software.
If you need to publish an invoice again, first mark it as unpublished in AutoEntry.
You need to do this if:
The invoice didn't transfer to your accounting software
The invoice transferred with incorrect details
You reset, restored, or deleted data in your accounting software and need to publish the invoice again
After you unpublish the invoice, you can make any necessary changes before publishing it again.
Additionally, after unpublishing an invoice, you can identify it as previously synced in AutoEntry by checking for the accounting software banner (e.g., QuickBooks) on the invoice. Archived invoices can also be filtered by 'Published' status, and the Invoice History records the sync status and date.
📎NOTE: Marking an invoice as unpublished doesn't delete it from your accounting software. If the invoice already exists in your accounting software, delete the original before republishing it to avoid creating a duplicate.
If duplicates are created after republishing, you can either amend the duplicate invoices manually in your accounting software or delete the duplicates, unpublish and amend the invoices in AutoEntry, and then republish them.
Unpublish and republish a single invoice
Open the Inbox or Archive.
Locate the published invoice.
From the Action button on the right, select Unpublish.
Make any required changes.
Click Action > Publish to publish the invoice again.
Unpublish and republish multiple invoices
Open the Inbox or Archive.
Select the invoices you want to republish.
Select Actions from the top, then Unpublish.
Make any required changes.
Select Actions, then Publish.
📎NOTE If AutoEntry detects that the invoice already exists in your accounting software, it displays a duplicate warning. If you're sure you want to publish the invoice again, select Add the invoice anyway.
Alternatively, you can archive the duplicate invoice in AutoEntry to keep it accessible without causing duplication in your accounting software. To do this:
Select the duplicate invoices in question.
From the dropdown menu, choose 'Archive.'
Check the boxes next to the items in the inbox (individually or select all using the top-left checkbox).