Sign in

Sync only Approved Bills and Vendor Credits

If you are using any of our 2.0 syncs (QuickBooks Online, Xero, Sage Intacct, or Oracle NetSuite), you have the option to sync only bills and vendor credits that have been approved using approvals. 

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?











Please be sure you want to enable this setting before you do so. Once this setting is turned on in, it cannot be turned off again. This setting should ONLY be enabled if ALL bills will go through the approval workflow.

If syncing with Oracle NetSuite, this setting can be controlled within Preferences in Oracle NetSuite. The setting in Oracle NetSuite can be turned on or off.


Enable Sync only approved bills and vendor credits 

To sync only approved bills/vendor credits:

  1. Hover over the gear icon , and then click Settings
  2. Under Sync, click Preferences
  3. Click edit 
  4. Select Sync Only Approved Bills and Vendor Credits
  5. Click Save


 Things to know

  • This setting is only available for cloud accounting platforms, therefore it is not available for QuickBooks for Windows



Do you use Xero? Want to prevent bills and invoices from syncing to unless they've been approved in Xero first? Learn more here: Sync Bills and Invoices Approved in Xero