This article guides you through the process of syncing reimbursements and disbursements from your account to Accounting Software.
When syncing reimbursements, you will need to sync the reimbursement object, which will appear as a Bill in QBO. Once this is completed, you can then sync the disbursement, which will sync as a Bill Payment, marking the bills as paid.
Important Notes
- All Transactions Must Be Settled: Ensure that reimbursement and disbursement transactions are settled before syncing. Unsettled transactions will not sync and may cause discrepancies in your financial records.
- Sync Order Matters: It's recommended that reimbursements first be synced with the corresponding disbursements to ensure that bills in QBO are properly marked as paid.