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Invoice Statuses and Syncing with QuickBooks Online

How invoice statuses in Re-Leased affect syncing with QuickBooks Online — draft and awaiting approval invoices stay in Re-Leased only, while approved invoices sync to QBO immediately.

Updated over a week ago

Invoice status in Re-Leased determines whether and when an invoice syncs to QuickBooks Online. Only approved invoices sync.



Save as Draft

  • The invoice stays in Re-Leased and does not sync to QBO.

  • Use this to keep the invoice editable before finalising.



Submit for Approval

  • The invoice stays in Re-Leased and waits for an authorised person to review it.

  • It is not visible in QBO at this stage.



Approve

  • The invoice status changes to Approved in Re-Leased.

  • Approved invoices sync to QuickBooks Online immediately.

Approved invoice in Re-Leased showing the corresponding invoice in QuickBooks Online after syncing

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