Overview
If you created a batch of transactions to export to an accounting system such as QuickBooks or Intacct, you can add reconciled bills to those pending batches.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Purchasing Module is required to use this feature.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
If you haven’t already enabled Payables, see Set up Accounts Payable.
To export purchase orders or bills, you should receive a purchase order and create a bill.
Add a bill to a batch
Go to the navigation bar and click Accounting.
In the side menu, click Bills.
Click the Reconciled tab.
Click a bill.
Tip: Use the filters to quickly find a bill.
On the bill record that opens, click Add to Batch and select a batch from the dropdown.
Note: Only pending batches appear in the dropdown.
The bill is added to the batch.
Note: A link to the batch number appears in the bill’s details so you can review the bill.
