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Overview

This PR fixes the result set while exporting a batch to quickbooks that contains credit note allocation transactions, we recently started showing allocation transactions in the batch creation screen that were needed for sage50 export but for quickbooks export we dont need these allocation transactions in exported file so this PR fixes the query for quickbooks export to remove the allocation transaction records as they were coming out as incomplete in quickbooks export.

@shahrukh-compuco
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Pull request overview

This PR fixes the QuickBooks export functionality by filtering out credit note allocation transactions from the batch export query. Previously, allocation transactions were included in the result set (as they are needed for Sage50 export), but these transactions appear as incomplete records in QuickBooks exports and need to be excluded.

Key changes:

  • Modified the WHERE clause in the QuickBooks export query to exclude allocation transactions that lack corresponding financial transaction or item relationships

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@shahrukh-compuco shahrukh-compuco merged commit 664b0de into master Jan 6, 2026
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3 participants