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: The syncing functionality is only available for Compeat, Netsuite, and QuickBooks Online accounting systems.
Syncing Payments
- In Books, select Payments, and then click on the Payments to Sync tab:
- Confirm Bill(s) have a Paid (or Marked as Paid) status.
- You can either sync Bills one at a time by pressing the Sync button on the far right of the row/page, or, you can select multiple Bills at once by checking the boxes on the left and using the mass actions menu at the bottom to perform a sync (press the blue Sync button).
