How can I sync bills pulled from QuickBooks / Xero and paid using Venn?

To record a bill created on QuickBooks / Xero and paid using Venn, you'll need to follow these four simple steps:

Below are the step-by-step instructions for each:

How do I create a bill on QuickBooks / Xero?

Step 1: Go to the Expenses section

Step 2: Select "Bills"

Step 3: Select "Add bill"

How do I pull existing bills from QuickBooks / Xero into Venn?

Step 1: Go to Venn "Payables"

Step 2: Select "Re-sync" to ensure all recent bills are reflected

How do I pay existing bills pulled from QuickBooks / Xero?

Step 1: Select the bills you wish to pay

Step 2: If the payment method hasn’t been added yet, please enter the payment details for the vendor you want to pay

Step 3: Select "Pay"

Step 4: Select the date you wish to release the payment and the payment currency

Step 5: Select "Send Payments"

How do I sync the bills pulled from QuickBooks or Xero that has been paid already via Venn?

Step 1: Go to Venn "Accounting"

Step 2: Select the appropriate expense account to categorize the outbound funds transfer for this paid bill

Step 3: Select “Existing bill” since the bill was imported from a vendor already created in QuickBooks or Xero.

Step 4: Select the specific vendor the bill was originally imported from