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)

  1. In Books, select Payments > Payments.

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  2. Confirm Bill(s) have Paid status.

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  3. From navigation bar, select Payments > Payments Sync.

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  4. Select Bill(s) and press Sync.

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