I have exported an advance into Quickbooks, now I need to go back and edit this advance, but it is locked, what do I do?

Go to the Advance that you want to unlock, click on the tab ‘Other Settings’ and double click on the check mark next to ‘QB Exported’. WinFactor will ask you if you want to unlock this Advance, click on Yes. Then it will ask you if you want ‘Unmark the Advance as exported, answer No to that.

Now you can edit the Advance, when you close out, WinFactor will re-lock the advance. If you make any changes that have financial implications, be sure to correct them in QuickBooks as well.

Posted in: Quickbooks Interface, Transaction Edits

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