Before a tool changes records in QuickBooks in bulk, ClientSynq shows a summary with the exact counts and what will happen. You confirm it before anything runs. For more than 50 records, you also type the count and accept a responsibility statement.
Before you start
- The tools that show this summary need the Enterprise plan and the Import to QuickBooks permission (Roles page, QuickBooks Tools group).
- Have the tool's preview open and check it first. The summary repeats the counts but not the individual records.
Where you see it
| Tool | Summary title | What is counted |
|---|---|---|
| QuickBooks Online Import | Create N invoices in QuickBooks Online | Invoices to create |
| Undo on an import | Undo this import: remove N invoices from QuickBooks | Invoices the import created |
| Batch Modify, Mode A: Replace Entire Invoices | Replace N invoices in QuickBooks | Invoices in your file (different invoice numbers, not rows) |
| Batch Modify, Mode B: Surgical Modify (invoices) | Apply N field changes to N invoices | Invoices changed |
| Batch Modify, Update Items | Update N items in QuickBooks | Items changed |
| Batch Modify, Reclassify Account | Reclassify N line items in QuickBooks | Line items changed |
Square Sales Import uses a simpler confirmation and does not show this summary.
Steps
- Start the action in the tool, for example Proceed to Import or Execute Surgical Update. The summary opens.
- Read the counts. Lines that need attention, such as invoices flagged "Needs to send", are highlighted. Every summary also states how many emails ClientSynq sends to clients, which is 0.
- Read the list of consequences under the counts.
- If the count is 50 or fewer, click the confirm button, for example Create 12 invoices.
- If the count is more than 50, a box appears: "This action affects more than 50 records. Type the record count to confirm and acknowledge the statement below."
- In Type N to confirm, type the number exactly as shown.
- Tick the statement: "I understand that ClientSynq does not reverse actions I take through this tool and is not obligated to help correct them. Any help is paid professional services offered at ClientSynq’s discretion". It links to the Terms of Service, "Your Responsibility for Actions Taken Through the Service".
- Click the confirm button. It stays disabled until the number matches and the box is ticked.
Click Cancel to close the summary without changing anything.
Screenshot to come: QuickBooks Import Tool → Create invoices summary with the typed count and responsibility statementpublic/help/tools/bulk-acknowledgment-1.png
What happens next
- The action runs as soon as you confirm. Changes take effect in QuickBooks Online immediately.
- For an import and for every Batch Modify action, ClientSynq records who confirmed, when, and the count. For an undo, it records who ran it and when.
- For an import, an undo and every Batch Modify action, ClientSynq checks the count again before it starts. Nothing runs without a confirmation. If the number of records changed since you opened the summary, you see "The summary you confirmed showed N records, but this action will affect M. Reopen the summary and confirm the current count." Open the summary again and confirm the new count.
Good to know
- Only imports can be undone, for 7 days. See Undo an invoice import. Batch Modify changes cannot be undone from ClientSynq.
- Test with a small file first when in doubt.