When to Unbook
Common scenarios where unbooking is needed:
Duplicate bank deposits during onboarding — Your bank feed was still connected when Blue Onion began pulling data, resulting in duplicate entries for the overlap period
Journal entries pushed for the wrong date range — Entries were accidentally pushed for a period that shouldn't have been included
Template configuration changes — You restructured a template and need to remove entries that were pushed under the old configuration before re-pushing
Testing entries — Manual test pushes that need to be cleaned up before going live
How to Unbook Journal Entries
Navigate to Journal Entries → Booked Journal Entries.
Set the date range to cover the period containing the entries you want to remove (e.g., February through March).
Select the journal entry template you want to unbook entries for (e.g., Cash Receipt - Shopify, Cash Receipt - PayPal).
You'll see a list of all journal entries that were pushed for that template and date range.
Click the Unbook icon (the third icon next to each entry).
Confirm by clicking Unbook.
The journal entry will begin the unbooking process. Once complete, it will be deleted from your accounting system (e.g., QuickBooks).
Important Notes
Unbooking deletes the entry from your accounting system. This is not a soft disable — the journal entry (and related records such as invoices, sales receipts, etc.) will be fully removed from QuickBooks or NetSuite.
Unbook one entry at a time. Each row represents a single day's journal entry. If you need to unbook an entire month, you'll need to click Unbook on each individual entry.
You can re-push after unbooking. Once entries are unbooked, you can re-push corrected journal entries using the Preview & Manual Push workflow on the Templates page.
We recommend always unbooking through the Blue Onion app rather than deleting entries directly in your accounting system. This ensures both systems stay in sync.
Have questions about unbooking? Reach out to our Customer Success team for assistance.