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 can't be turned off again. 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
- Select Preferences under Sync
- 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
- To prevent duplication of data and syncing errors, this setting cannot be disabled after it has been enabled
