If you've sent an invoice to QuickBooks Online with incorrect information, you'll want to bring it back to LeanLaw before editing out the mistakes.
How to Bring an Unpaid Invoice Back to Drafts
1. Navigate to the Billing page
2. Click the Manage Invoices tab on the left-hand side
3. Undo the invoice to draft
Now the invoice is back in the Drafts tab so you can edit it as needed.
How to Bring a Paid Invoice Back to Drafts
If an invoice has already been paid, through trust or otherwise, you will need to disconnect the payment in QuickBooks before bringing the invoice back to Drafts.
1. Open the list of invoices in QuickBooks Online
Scroll over Sales on the left-hand menu, then click Invoices.
2. Locate the invoice and click the Blue Edit Pencil
3. Click the link to the payment
There may be one or several payments linked to the invoice. If there are multiple, repeat steps 3 and 4 for each payment.
4. Uncheck the invoice and save
Now the invoice will show as unpaid in LeanLaw and you can bring it back to Drafts.
5. Navigate to the Billing page in LeanLaw
6. Click the Manage Invoices tab on the left-hand side
7. Undo the invoice to draft
Now the invoice is back in the Drafts tab so you can edit it as needed. If the payment was recorded in error, you can delete it in QuickBooks. Otherwise, you can reconnect the payment to the invoice once you submit it to QuickBooks Online.