If using sync with QuickBooks Online, Xero, Sage Intacct, or Oracle NetSuite, the option to sync only bills and vendor credits that have been approved using Bill.com approvals is available.
Below is a table showing how approval status will affect the sync when you have this option enabled.
| Bill or Vendor Credit Status | Will it sync? |
|---|---|
| Unassigned | No |
| Assigned | No |
| Approving | No |
| Denied | No |
| Approved | Yes |
Important
Once this setting is turned on in Bill.com, it cannot be turned off again, so please this setting should be enabled. This setting should ONLY be enabled if ALL bills will go through the Bill.com approval workflow.
If syncing with Oracle NetSuite, this setting can be controlled within Bill.com Preferences in Oracle NetSuite. The setting in Oracle NetSuite can be turned on or off.
Turning on setting
To sync only approved bills/vendor credits:
- Select Settings
- Under Sync, select Preferences
- Select the edit icon
- Select Sync Only Approved Bills and Vendor Credits
- Select Save
Things to know
- This setting is only available for cloud accounting platforms, therefore it is not available for QuickBooks Desktop
If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.
