QBO - What is Auto-Send and How Does It Work?


Auto-Send payments allows you to bypass the requirement to log in to Viewpost to confirm payments. Instead auto-send allows you to automatically send payments from QuickBooks Online when entered.  Auto-Send is currently managed on a vendor level and is enabled in two ways.

1. Sync Settings Page

In the Auto-Send Payments to Vendor section you can enable Auto-Send for each vendor listed.  The alphabetical vendor list includes connected vendors, vendors that have payments waiting for sync confirmation, and vendors that have been sent a payment in the past.  

The default setting for all vendors is off.  To enable Auto-Send for a vendor, click the toggle in the Auto-Send Column next to the vendor name. The toggle will move to the right and turn blue. Clicking the toggle again will turn off Auto-Send for the vendor.

All payments for enabled vendors will automatically sync to Viewpost for payment.  Payments to these vendors will not populate on the payment confirmation page.  

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 2. Payment Confirmation Page

The default setting for all vendors is off.  To enable Auto-Send for a vendor, click the toggle in the Auto-Send column.  Read the confirmation message and click continue. The toggle will move to the right and turn blue.  The change only take effects after clicking Send Payments.  

Auto-Send can only be turned on when the current sync includes a payment to the vendor.  The Auto-Send toggle will turn off if you un-select a payment to that vendor. 

Enabling Auto-Send on the confirmation page updates the Sync Setting Page and enables Auto-Send for future payments to the vendor.

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For more information on sync frequency and sync results read How frequently are payments auto-sent from my QBO file? and Where do I find payment sync results? - Sync History. 

 


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