Sync only Approved Bills and Vendor Credits

If using sync with QuickBooks Online, Xero, Sage Intacct, or Oracle NetSuite, the option to sync only bills and vendor credits that have been approved using PayMaker approvals is available.

Below is a table showing how approval status will affect the sync when you have this option enabled.

Bill or Vendor Credit Status Will it sync?
Unassigned No
Assigned No
Approving No
Denied No
Approved Yes


Once this setting is turned on in PayMaker, it cannot be turned off again, so please this setting should be enabled. This setting should ONLY be enabled if ALL bills will go through the PayMaker approval workflow.

If syncing with Oracle NetSuite, this setting can be controlled within Preferences in Oracle NetSuite. The setting in Oracle NetSuite can be turned on or off.

Turning on setting

To sync only approved bills/vendor credits:

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

Things to know

  • This setting is only available for cloud accounting platforms, therefore it is not available for QuickBooks for Windows

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.