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Mass Sync QBO Pending Costs
Updated over 6 months ago

How to mass sync costs that have been sent over to QuickBooks Online (QBO). Syncing will bring over the check numbers of paid costs to CASEpeer.

  • Navigate to the Management Tab on the left-hand side of your account under the main menu house icon.

  • Select Costs from the dropdown options.

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Sync all Pending Costs:

  • Navigate to the Pending Section of the Cost Management Screen

  • Select the Send to QBO option on the far right-hand side.

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  • A pop-up window will appear. Click Confirm to sync all pending costs.

  • Costs that have been paid will now move over to the Paid section with their check numbers.

Sync several Pending Costs:

  • Use the checkboxes on the lefthand side column to select which costs you would like to sync.

  • Once you've selected your costs, click the checkbox icon underneath the search bar at the top of the page and select Sync to QBO.

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  • A pop-up window will appear. Click Confirm to sync the selected pending costs.

  • Costs that have been paid will now move over to the Paid section with their check numbers.

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