--- title: "Edit invoices exported to QuickBooks Desktop" slug: "edit-invoices-exported-to-quickbooks-desktop" updated: 2026-04-25T01:24:33Z published: 2026-04-25T01:24:33Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Edit invoices exported to QuickBooks Desktop ## ## Overview You can edit and update invoices that were exported to the new ServiceTitan Web Connector to QuickBooks Desktop. This reduces reliance on adjustment invoices to edit and update exported invoices. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Invoices are edited in ServiceTitan. The edited invoices can be sent to QuickBooks to ensure both accounting systems have the same data. Sending edited data to QuickBooks is referred to as syncing. - Only the invoice fields listed in [Edit exported invoices](/v1/docs/edit-invoices-exported-to-quickbooks-desktop#edit-exported-invoices) are synced to QuickBooks. You can: - Edit one exported invoice at a time - Make multiple edits to an exported invoice and sync when the edits are complete - After you sync invoice edits to QuickBooks, check the sync status to ensure that it was successful: - **N/A:**Invoice was not updated - **Synced:**Invoice was updated in ServiceTitan and QuickBooks - **Bypassed:**Invoice was updated in ServiceTitan. The update was not sent to QuickBooks. - **Action Required:**Invoice was updated in ServiceTitan. An export error prevented a successful update of QuickBooks. - After syncing, it can take a few minutes for the changes to be reflected in QuickBooks. - Once an invoice is exported, items can’t be added or removed from it if those changes would cause the new total to be $0. This also applies to bypassed invoices. - If the invoice doesn't have the **#sync** button, the customer can only edit the exported invoice by the adjustment invoice. - To verify whether an invoice has been bypassed or imported to ServiceTitan, administrators should contact [Technical Support](https://go.servicetitan.com/#/ask). The bypassed or imported invoice can be unlocked. - This workflow does not apply to invoices generated from an Application for Payment (AFP). - To edit invoices exported to QuickBooks, you need to have the new ServiceTitan Web Connector to QuickBooks Desktop. - When [Accounting Periods](/v1/docs/use-accounting-periods) is enabled and the period is still open, editing an exported transaction displays a confirmation notification reminding the user that the record has already been sent to their accounting software and may need to be updated there as well. ## Enable permission to edit 1. Go to the [employee profile for which you want to enable permissions](/v1/docs/set-permissions-for-an-individual-employee-or-technician). 2. Scroll down and click **Allow edit and update of previously exported transactions**. ![Checkboxes for various settings with one option highlighted for editing transactions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-jqrgavop.png) 3. Click **Save**. ## Edit exported invoices To edit exported invoices, you need to have the right permission enabled. Contact your account administrator for details. 1. Open the exported invoice you want to edit. The *Invoice*screen opens. Each invoice displays an exported status and sync status: 1. **Status Exported:***Exported*displays if the invoice was previously exported to QuickBooks. *Sync Status* tells you if invoice edits were synced or not. ![Invoice details showing job type, completion date, and exported status information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-hxn6zaqe.png) 2. **Sync Status N/A:***N/A* displays until the invoice is updated and the *Invoice*screen is refreshed. ![Invoice details showing job type, payment term, and sync status as N/A.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-poils1kz.png) 2. To edit the invoice: > [!NOTE] > **Note:** The fields below are passed to QuickBooks. For more information about how invoices are completed, see [Edit an invoice](/v1/docs/edit-an-invoice). 1. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png)** in the *Task*section and edit the following as needed: ![Invoice details showing tasks, adjustments, and business unit information for job #600177.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-3b0ufflt.png) 1. Description 2. Taxable 3. Quantity 4. Unit Price 5. Cost 6. Business Unit 7. Inventory Location > [!NOTE] > **Note:** Click **Close ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png)** next to a task to delete it. 2. Click **Update invoice details** in the side menu and edit the following as needed: ![Invoice details with options to update, add payment, task, or discount.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-jn1uplk2.png) 1. Invoice # 2. Invoice Date 3. Tax Zone 4. Summary 3. When you’re done, click **Save**in the *Task*section or the *Invoice*screen depending on where you made your edits. The *Transaction is exported* pop-up opens. - To update both ServiceTitan and QuickBooks, click **Save & Sync.** **![Prompt asking to save or bypass changes made to an exported transaction.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-8qx4dysn.png)** - To update ServiceTitan and not QuickBooks, click **Save & Bypass**. For more on bypassing an export, see [Bypass exporting a batch to accounting software](/v1/docs/bypass-exporting-a-batch-to-accounting-software). ![Prompt asking to save or bypass changes to an exported transaction.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-xatiqnts.png) *Please select a connection* opens: ![User interface displaying connection options with highlighted selection for settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-bkk07p0c.png) 4. Click the connection you want. The *Invoice*screen opens. *Sync Status* is *N/A.* *![Invoice details showing job type, payment term, and sync status as N/A.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-86gfjt3g.png)* 5. Click **Refresh ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-refresh.png)**the *Invoice*screen to refresh *Sync Status*. ![A hand cursor clicks the refresh icon in the ServiceTitan interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-jfx9hyge.png) - If you clicked **Save & Bypass**, *Sync Status* is *Bypassed*. ![Invoice #600183 details showing job type, payment term, and sync status as synced.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-ga30vh9m.png) Confirm the invoice is updated in ServiceTitan. - If you clicked **Save & Sync**, *Sync Status* is *Synced*. ![Invoice #600183 details showing job type, payment term, and sync status as synced.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-rknvu1fd.png) Confirm the invoice is updated in ServiceTitan and QuickBooks. > [!NOTE] > **Note:** If you get this message after syncing, see [Resolve Sync Errors](/v1/docs/edit-invoices-exported-to-quickbooks-desktop#resolve-sync-errors). > > *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-9najdaul.png)* - If you clicked **Save & Bypass**, *Sync Status* is *Bypassed*. ![Invoice #600183 details showing job type, payment term, and sync status as synced.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-zwyr9ijk.png) Confirm the invoice is updated in ServiceTitan. ## Make multiple edits You can make multiple edits and sync when edits are complete: 1. Make edits, clicking **Save & Bypass**for each edit. 2. When you are done, hover over the *Sync Status Bypassed* icon. ![Status indicating that Qbd Re-Sync has been successfully bypassed for synchronization.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-6bt8a99d.png) The *Qbd Re-Sync Bypassed* pop-up opens. 3. Click **Re-Sync**. ![Invoice sync status indicates updates were bypassed; click Re-Sync to update.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-kwjscb71.png) *Sync Status*changes to *Synced*. ![Invoice #600183 details showing job type, payment term, and sync status as synced.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-0p8g0plt.png) > [!NOTE] > **Note:**If you get this message after syncing, see [Resolve Sync Errors](/v1/docs/edit-invoices-exported-to-quickbooks-desktop#resolve-sync-errors). ![Notification indicating action is required for sync status update.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-ovvmpkoe.png) 4. Confirm the invoices are updated in ServiceTitan and in QuickBooks. > [!NOTE] > **Note:** If you get this message after syncing, see**[Resolve Sync Errors](/v1/docs/edit-invoices-exported-to-quickbooks-desktop#resolve-sync-errors).*![Error message indicating QuickBooks invoice sync failure and required actions to resolve it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-eync3n0f.png)* ## Resolve sync errors The *Invoice*screen displays *Sync Status— Action Required* if there was an error syncing an exported invoice. To fix sync errors: 1. Hover over *Sync Status*. ![Notification indicating action is required for sync status update.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-407r94sr.png) The *Qbd Re-Sync Failed* pop-up opens. ![Error message indicating Qbd invoice update failure due to unsynced service item.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-bojztbk9.png) 2. Review the details of the sync error which includes: 1. Reason for error 2. Article link to resolving QuickBooks export errors 3. Report link to objects that failed 3. Resolve the error following the steps in [Edit exported invoices](/v1/docs/edit-invoices-exported-to-quickbooks-desktop#edit-exported-invoices). 4. On the *Qbd Re-Sync Failed*pop-up: 1. Click **Re-Sync** to update ServiceTitan and QuickBooks. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-invoices-exported-to-quickbooks-desktop-image-ln5feajy.png) 2. Click **Refresh ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-refresh.png)** on the *Invoice*screen. 3. Confirm the invoice is updated in ServiceTitan and QuickBooks. 4. Click **Bypass**to update ServiceTitan and not QuickBooks. 1. Refresh the *Invoice*screen. 2. Confirm the invoice is updated in ServiceTitan and not QuickBooks. ## Want to learn more? - See [Edit an invoice](/v1/docs/edit-an-invoice)