Taxomate lets you send your settlements again to QuickBooks, Xero, or Wave if you switched from one accounting system to another, or if you created a new account in QuickBooks, Xero, or Wave and connected it to Taxomate.
Taxomate can delete entries only in the company that is connected now. Delete the old entries while your old software or company is still connected.
For each settlement you want to send again:
Open the settlement in Taxomate. (For a payout, open the payout.)
Select More actions, then Delete entries from your accounting software. Confirm.
Do this step for all entries, also for older entries. For some older entries, Taxomate cannot tell which company holds them, so it cannot stop a delete in the wrong company.
Go to Settings > Connections:
Same software, different company (for example a new QuickBooks company): use Switch company.
Different software (for example from QuickBooks to Xero): Disconnect your old software and connect the new one.
Then set up Accounts and taxes again for the new company or software.
For each settlement, select Rebuild if you changed accounts or settings, then Send the settlement to your new software.
Delete entries stops with this message:
"The saved accounting entries were created in a different QuickBooks company than the one connected. Reconnect that QuickBooks company to delete them. Nothing was deleted."
For Xero, the message says "Xero organisation". For Wave, it says "Wave business". To delete the entries:
Use Switch company and sign in to the old company.
Delete the entries (Step 1).
Use Switch company again and sign in to the new company. Each switch clears your mappings, so set up Accounts and taxes again.
Send the settlements again (Step 3).
If you cannot connect the old company again, contact support. Do not use Mark as not posted in this case, because it tries to delete the saved entries in the company that is connected now.
For some older QuickBooks payouts, Taxomate did not record the company, so Delete entries runs in the new company. QuickBooks does not find the entries there, and the payout asks "Did you switch QuickBooks companies?". Select Yes, I switched. Then connect the old company (step 1 above), open the payout, and select Try again.
Taxomate cannot delete the old entries. Delete entries is blocked and says "Saved history does not match the connected accounting provider."
Select More actions, then Mark as not posted (Amazon settlements only). Taxomate tries once more to delete the saved entries, then marks the settlement as not posted whether or not that worked. Check your old software afterward and remove any entries that remain. For settlements from other sales channels, contact support.
Then send the settlements again (Step 3).
