Objective

This article will go through some specific requirements for marking invoices as paid on AutoEntry before publishing to QuickBooks Online, Kashflow or SortMyBooks.

Applies To

  • Mark as Paid feature.

  • Companies integrated with QuickBooks Online, Kashflow or SortMyBooks.

Procedure

QuickBooks Online, Kashflow and SortMyBooks require an extra payment method selected which appears below the reference field. An error will occur if that payment method has not been selected and if this field is not complete.

The payment methods are populated from each accounting package during the initial integration and once selected can be remembered for future invoices from that supplier.

Under the company's suppliers list, the Payment Method needs to be selected for Auto-Publish also.

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