Overview
In MyCase, when creating a new invoice for a case, you can include balances from any previously unpaid invoices related to the case. Unfortunately, this is not a feature which QuickBooks has an equivalent to, and therefore we’re unable to sync invoices with balance forwards properly to QuickBooks while retaining consistency between the two programs.
In order to use the QuickBooks sync properly, balance forwards will need to be undone, and the balance on those invoices will need to be handled individually.
How to remove a balance forward from an invoice
When you open the QuickBooks sync window, you will be presented with a message letting you know that you have invoices that are ineligible to sync because they have balance forwards—either they have a balance forwarded, or a previous balance was forwarded to that invoice.
In order to undo these balance forwards, please follow these steps:
Navigate to the Billing tab, select Invoices, and then choose the sub-section for Forwarded.
You will be presented with a list of invoices with their balances forwarded towards a newer invoice.
In the column for Amount Due, you will see the invoice to which the balance was forwarded. Click on the invoice number next to "Forwarded to" to be brought to the invoice with the forwarded balance.
Click Edit at the upper-right of this screen.
Scroll to the Unpaid Invoice Balance Forward section and deselect the checkbox(es) to remove any balance forwards from this invoice.
After removing the balance forward(s) from the invoice, scroll to the bottom and click Save Invoice.
Once completed, navigate to Billing again and select Invoices. You should be brought back to the Forwarded section to remove any other forwarded balances from other invoices.
Once all forwarded balances have been undone, these invoices will be eligible to sync to QuickBooks.
Note: If any payments were made on the invoice, these may need to be deleted and re-made on each invoice. Removing the balance forward may attempt to create an invoice with a negative balance, which MyCase does not support.