Publish bills to QuickBooks or Xero
Send confirmed bills to your connected accounting platform, resolving unmatched vendors, tax codes and products first.
If you keep your books in a connected accounting platform such as QuickBooks or Xero, you can publish bills captured in ccMonet straight across. Before it sends them, ccMonet checks that the vendors, tax codes and products all match the external platform, so nothing lands there half-mapped.
- Your organization has connected an accounting platform (an integration).
- The bills you want to publish are confirmed.
Publish selected bills
Select the bills
On the Vendor Bills list, tick the bills to publish and open Publish.
Resolve what doesn't match
ccMonet checks the selection and flags anything the external platform doesn't recognize — unmatched vendors, missing tax codes and unpublished products. Work through each before continuing (below).
Publish
Once everything is matched, publish. The bills are sent to the connected platform.
Fix unmatched vendors
A bill's vendor has to correspond to a contact on the external platform. For each unmatched vendor, link it to the matching contact there (or create it) so the bill posts to the right account.
Map tax codes
Each taxed line needs a tax code the external platform understands. For any missing tax code, choose the platform's equivalent so the tax is carried across correctly.
Publish products
If a bill line uses a product that doesn't exist yet on the external platform, publish that product first so the line has something to map to.
Publishing sends bills into your external accounting platform, where they post according to that platform's chart of accounts and tax setup. How ccMonet's categories and tax codes map to the platform's accounts and tax rates — and what is posted on the other side — determines your accounts there. This manual explains how to run the publish and clear the checks; the correct mappings and the resulting postings are best confirmed with your accountant. See also the Integrations documentation for connecting a platform.