How do I remove $0 invoices in ConnectWise PSA?

What do we do with these pesky $0 invoices that run a muck and can cause a bit of chaos in QuickBooks Online?

In ConnectWise PSA:

  • Go to the Finance > Accounting Interface screen
  • Select the Unposted Invoices tab
  • Use the check boxes to select the invoices that you don't want to send
  • In the Actions menu, choose Remove Record.
  • You will receive a pop up to confirm this action. Please enter a Batch Number and click “Save”.
  • The Remove Records process creates an accounting batch in ConnectWise PSA.  Choose a Batch Number to identify this batch if you need to find it again later.  If you don't know what to put here, then I recommend RR-<date> (Ex: 'RR-2020-12-29').

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