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How To Unsync/Rollback Journals From The Transactions Page

If you need to correct or remove journal entries that have already been synced to your General Ledger (e.g., QuickBooks or Xero), you can roll them back directly from the Transactions page. This action reverses the journal entry in your connected ERP.

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Written by Richard Pasquin
Updated today

Step 1: Filter and Select Transactions

  1. Navigate to the Transactions page.

  2. Locate the specific transactions you want to unsync.

    • Tip: You can filter by "GL Sync" status to quickly find all synced items.

  3. Check the box next to each transaction you wish to roll back.​

Step 2: Open Bulk Actions and Select a Roll-back Option

  1. Once selected, a floating menu bar will appear at the bottom of the screen.

  2. Click the Bulk Action button to open the menu and select the appropriate roll-back option for your integration:

    • QuickBooks Bulk Roll-back: For QuickBooks connections.​
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    • (Note: Similar options appear for other ERPs like Xero or NetSuite if connected).

  3. Confirm the action if prompted. This will trigger a sync event that removes the corresponding journal entries from your external accounting software.

Step 3: Check rollback status

  1. From the side panel, click on History.
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  2. Under the Reports section, locate ERP Sync to view the status of your rollback request. This page displays a log of all sync and unsync operations, showing whether the journal sync or unsync was successful or if any errors occurred.
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Alternative Method: You can also unsync journals directly from the Reports page. See How To Unsync/Rollback Journals From The Reports Page for detailed instructions on that workflow.

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