Where do I find my previously batched information?
Previous batch details are found in Reports --> Batches.
QuickBooks Direct Integration
If you are using our direct integration with QuickBooks Online to batch, your batch name will be a hyperlink where all detail is found. You will see invoices, payments and refunds in this table that are completed, failed and processing in this list.
Completed - item has successfully synced to QuickBooks. Selecting the Completed button will take you to that item in your QuickBooks file (with the proper QuickBooks permissions)
Failed - item was not able to be successfully synced to QuickBooks. Most of the errors are directly from QuickBooks and a quick internet search will provide Help resources on clearing those. If you need assistance, please reach out to our Support team.
Processing - item is still being processed through the batch. Please wait a bit longer.
For more information on integrating, please see our article on Integrating with Quickbooks Online.
Saasant
If you are using Saasant to batch, you will have a three dots menu to the far right that will allow you to re-download the batch files or break the batch. For more information on those please see our related articles:
Batching to QuickBooks Online via Saasant