Reset to Draft and Delete from QuickBooks

Once a document is exported, Odoo and QuickBooks hold the same record. Resetting the Odoo document to draft would break that agreement, so the connector deletes the QuickBooks record at the same time.

What happens

When you click Reset to Draft on an invoice, bill, credit note or vendor refund that carries a QuickBooks ID:

  1. Odoo deletes the matching Invoice, Bill, Credit Memo or Vendor Credit in QuickBooks.

  2. The QuickBooks ID and the export flag are cleared on the Odoo document.

  3. The chatter records which QuickBooks record was deleted, and the deletion is written to the log.

  4. The Odoo document returns to Draft.

Because the link is cleared, confirming the document again exports it as a new QuickBooks record.

The confirmation dialog

While Auto-export on Confirm is enabled for any document type, Reset to Draft asks you to confirm first:

This document is linked to QuickBooks. Reset to Draft will DELETE the matching record in QuickBooks before reverting Odoo. Continue?

Important

This is a real deletion in QuickBooks, not an archive. If the document has already been reconciled, reported on, or filed on the QuickBooks side, issue a credit note instead of resetting it to draft.

When the deletion fails

If QuickBooks refuses the deletion — the record is locked in a closed period, was already removed, or the API call fails — the connector blocks the reset. Odoo raises an error pointing at the log, and the document stays Posted.

This is deliberate: leaving the Odoo document in draft while the QuickBooks record still exists would let the same document be exported twice.

Tip

Check Invoicing ‣ QuickBooks ‣ QuickBooks Logs for the reason, resolve it in QuickBooks, then try the reset again.

Note

Payments are not covered by this behaviour. Cancelling a payment in Odoo does not delete the QuickBooks Payment or Bill Payment — remove it in QuickBooks if you need to.

See also