0 pages
Sync your Invoices to QuickBooks
No invoices found.
Contact supportUpgrade plan
Back
Vendor Settings
Create vendor on no match
Whether to create a new vendor if no match is found or flag
Bill Settings
Flag duplicate invoices
Flag invoices that have a duplicate in QuickBooks
Create bill by copying PO to Bill
Use purchase order data to create bills (similar to QuickBooks "Copy to Bill" feature)
Flag if matching PO doesn't exist
Flag the invoice if no matching purchase order is found in QuickBooks
Flag if invoice doesn't match PO
Flag if invoice line items, prices, or quantities don't match the purchase order
Bill Creation
Expense type
Account based expenses are posted to GL accounts while item based expenses are posted to items
Auto classify expense account
Whether to automatically classify expense accounts
Default expense account
Default expense account to use if not auto classified
Email Notifications
Success notifications
Send email when a bill is successfully created in QuickBooks
Failure notifications
Send email when a bill is not successfully created in QuickBooks
Review notifications
Send email when a bill is flagged for review
Page usage notifications
Send email when 90% of pages are used up
QuickBooks Settings
Refresh QuickBooks Data
Update your QuickBooks data with the latest changes
Disconnect QuickBooks
Disconnect your QuickBooks account from AutoDocs