Audience: Accounting Manager
Summary: This article explains when invoice deletions do and do not sync between MineralTree and supported accounting systems. Deletion behavior depends on the accounting system integration. In some cases, invoices must be deleted manually in both systems to keep records accurate.
Important Notes:
- Only users with the Accounting Manager role can delete invoices in MineralTree.
- Whether a deletion syncs depends on the accounting system integration.
- Some integrations require invoices to be deleted in both MineralTree and the accounting system.
Deleting an Invoice in MineralTree
When an invoice is deleted in MineralTree, it may or may not be deleted in the accounting system. This depends on the integration.
Deletion Sync Behavior by Accounting System
| Accounting System | Deletes Syncs? |
| NetSuite | No |
| QuickBooks Online (QBO) | No |
| QuickBooks Desktop (QBD) | No |
| Xero | Yes |
| Sage Intacct | No |
| Microsoft Great Plains | No |
| Universal Connector (I2P) | No |
| File Connect | No |
Deleting an Invoice in the Accounting System
When an invoice is deleted directly in the accounting system, synchronization behavior still depends on the integration.
Deletion Sync Behavior by Accounting System
| Accounting System | Deletes Syncs? |
| NetSuite | No |
| QuickBooks Online (QBO) | No |
| QuickBooks Desktop (QBD) | No |
| Xero | Yes |
| Sage Intacct | Yes |
| Microsoft Great Plains | No |
| Universal Connector (I2P) | No |
| File Connect | No |
When Manual Deletion Is Required
If your integration does not support deletion syncing, follow these steps to keep records accurate and in sync:
- Delete the invoice in MineralTree.
- Find the same invoice in the accounting system.
- Delete the invoice there as well.
Best Practice
Always confirm that the invoice has been removed from both MineralTree and the accounting system. If your integration does not support deletion syncing, delete the invoice manually in both systems to keep records aligned.
Customer Support
Please reach out to Customer Support with any questions:
Please reach out to Customer Support with any questions:
- Phone: 855‑672‑9669
-
Email: mtsupport@mineraltree.com