Within Method, QuickBooks transaction apps (Estimates, Invoices, Sales Orders, Sales Receipts, etc.) have an option that holds a transaction back from syncing to QuickBooks. On the Estimate and Invoice screens it's a toggle called Skip QuickBooks sync for now, in the Additional details section. On other transaction screens it's a checkbox called Wait for sync approval?
It shows whether or not the transaction will sync to QuickBooks:
On (or checked): the transaction will not sync to QuickBooks and won't exist in QuickBooks.
Off (or unchecked): the transaction syncs and exists in QuickBooks.
đ Note: This is a great way to add an approval process and logic before sending transactions to accounting.
Once a transaction has synced with QuickBooks, it can't be set back to not syncing. On the Estimate and Invoice screens, the toggle is only shown before the transaction syncs.
Leads and Transactions
By default, transactions for leads are held back from syncing (Skip QuickBooks sync for now is on, or Wait for sync approval? is checked), and the header shows Pending sync approval. If you turn it off (or uncheck it) and save, two things happen:
The transaction is synced to QuickBooks.
The lead immediately converts to a customer.
Transactions Lists and Needs Approval Filter
Transaction lists have a view that shows only the transactions waiting for approval before syncing, for example Invoices Needing Approval on the Invoices list.
Customizing for Sync Approval
To use the sync approval feature in your own customizations locate the table and field name. Note, this feature only works with tables that sync with QuickBooks.
QuickBooks Entities (Customer, Vendor, Employee, and OtherName) look for IsLeadStatusOnly.
QuickBooks Transactions look for IsWaitingForSyncApproval.
If these fields are set to True, then the record will not sync.