You can modify these steps to match your actual invoice approval process. To set up your invoice approval process, go to the AP Invoice form’s Configure tab and click on Edit workflow.īy default, the workflow consists of four steps - Duplicate check, GL Coding, Controller and Release for export. Whenever you add a new vendor to your Vendors catalog in QuickBooks, it will appear in the corresponding Pyrus catalog as well. The catalogs will automatically synchronize with QuickBooks Online. You can find your imported catalogs in the form’s Configure tab, under Catalogs. When the import is complete, you can choose values from the dropdown menus and update them at any time. This lets you enter your vendors and GL codes into the Pyrus AP Invoice automatically, rather than enter them manually. Select the catalogs you want imported, then click on Sync catalog. Pyrus will ask you if you want to import your QuickBooks Online catalogs. After signing in, you’ll need to authorize QuickBooks to share your company’s data with Pyrus. Pyrus will then ask you to sign into your QuickBooks Online account.In the Accounting integration section, click on Set up accounting software.Go to the Configure tab of your AP Invoice form.Go to Forms and click on Create new form.įor more details on the AP Invoice form, please see the article Quick start. If you’re new to Pyrus, first create an AP Invoice form. The guide below will walk you through the steps necessary for configuring Pyrus to work with your QuickBooks Online account. Pyrus integrates easily with QuickBooks Online to more easily manage your invoice approval.
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December 2022
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