Sync only Approved Bills and Vendor Credits
In Key CashFlow, you have the option to sync only approved bills to your accounting software if you sync with the following accounting software 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:
- Select Settings
- Select Preferences under Sync
- Select the edit icon
- Select Sync Only Approved Bills and Vendor Credits
- Select Save
How it syncs
The table below shows which approval statuses sync when you enable this setting.
| Bill or vendor credit status | Will it sync? |
|---|---|
| Unassigned | No |
| Assigned | No |
| Approving | No |
| Denied | No |
| Approved | Yes |
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite
