FAQ - How do I create a Manual Batch?

Manually Batching records can be used when:

  • You don't want to import old records (or possibly duplicate if you have converted your Accounting Package)
  • Remove it from a Sync as it is already in your Accounting Package


  1. Log into ConnectWise

  2.  Click on the Finance Tab

  3.  Click on Accounting Interface

  4.  Click on Unposted Invoices Tab

  5. Tick the invoices that you wish to batch.

  6. Click Remove Records

  7.  Enter a Batch ID for ease of reference (M- to mark it as a manual batch) and click Save

  8.  The Manual Batch will now show under Batches


The above steps also apply to all unposted transactions in the Accounting Interface in ConnectWise.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.