Sync only Approved Bills and Vendor Credits

In Bill.com, you have the option to sync only approved bills to your accounting system if you sync with the following accounting system versions:

• QuickBooks Online
• Xero
• Sage Intacct
• Oracle NetSuite

Enable sync only approved

Important note: To prevent duplication of data and sync errors, once you enable this setting, you can't disable it. You should only enable this setting if all your bills and credits will go through the approval workflow, as bills and credits without approvers won't sync.

To sync only approved bills/vendor credits when you sync with Quickbooks Online, Xero, or Sage Intacct:

1. Select Settings
2. Select Preferences under Sync
3. Select the edit icon
4. Select Sync Only Approved Bills and Vendor Credits
5. Select Save

To sync only approved bills/vendor credits when you sync with Oracle Netsuite, you'll enable this setting in Oracle Netsuite:

1. On the Bill.com Preferences list page, find Bill.com Preferences record for the subsidiary the sync is being set up for and select Edit
2. On Bill.com Preferences Edit page, select Transactions subtab
3. Select the option "Only sync approved billscredits from Bill.com"

How it syncs

The table below shows which approval statuses sync when you enable this setting.