PAYMENT SYNC

Payment Sync


Once a Bill has been paid via Payments, you can perform a Payment Sync with your integrated Accounting software. Refer to the steps below for performing a Payment Sync with Payments.

(Note: this is only available for Compeat, Netsuite, and QuickBooks Online accounts)

Syncing Payments

  1. In Books, select Payments > Payments.
  2. Confirm Bill(s) have Paid status.
  3. From the navigation bar, select Payments  > Payments Sync.
  4. Select Bill(s) and press Sync.