Skip to main content

Keep the stages separate

Review → stage for payment → record payment → verify external transaction are different steps. An approved invoice can still have an expense awaiting funding. A Paid expense can still need external sync attention. A locally Completed disbursement does not establish bank clearing. See invoice statuses for the queue meanings and QuickBooks verification for external links.

Accounts and mappings

A saved Presolve bank account identifies routing used in local records. A QuickBooks chart-of-accounts entry belongs to the connected QuickBooks company. A mapping tells Presolve which external account to use for a particular office or payment route. Renaming a firm or local account does not create a QuickBooks account.