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Pushing Bills to Quickbooks

Create, approve, and sync bills from Ressio to QuickBooks for accurate cost tracking.

In addition to pulling expenses FROM Quickbooks, Ressio allows you to create bills directly and then push them into QuickBooks.

This gives you more control over your workflow by allowing bills to go through an approval process in Ressio before being sent to QuickBooks.

Key Benefits:

🧾 Create and manage bills directly in Ressio

✅ Run bills through an internal approval workflow

🔄 Automatically sync approved bills to QuickBooks

📊 Keep your project budget and accounting aligned

📌 Track bill status (Draft → Approved → Paid)

Table of Contents

  1. Before You Start

  2. Enable Bill Sync

  3. Connect Vendors to QuickBooks

  4. Creating a Bill

  5. Pushing a Bill to Quickbooks

  6. Syncing Paid Status

  7. Pushing and Pulling File Attachments

  8. Additional Settings

 

Before You Start

To push bills to QuickBooks, make sure the following are connected:

🎓 For more information about the Quickbooks integration, read QuickBooks Integration Overview.

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Enable Bill Sync

Go to Project Settings-->Financial Tab-->Scroll down to "Connect to Quickbooks" section. 

Toggle on 'Enable Pushing Bills to QuickBooks'.
 

Screenshot 2026-03-24 at 9.21.05 AM

✏️ Ressio only pushes unpaid bills to QuickBooks, and they must be marked as paid in QuickBooks. 

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Connect Vendors to QuickBooks

Before creating bills, vendors must be linked to Quickbooks vendors.

  1. In Company Overview, navigate to you the Vendors tab. 

  2. Select you vendor and click 'Edit details'.

  3. Scroll to QuickBooks Integration

  4. Using the drop down menu, Match the vendor to the correct QuickBooks vendor

  5. Save

Screenshot 2026-03-24 at 1.57.07 PM

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Creating a Bill

Now that everything is connected you can create a bill to Quickbooks.
 
For instructions on creating a bill, read Bills Overview 
 

Ensure the Project, Vendor and Cost Code are connected to Quickbooks before approving the bill.

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Attaching Files

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Pushing a Bill to Quickbooks

To push a bill to Quickbooks, approve the Bill.

🔄 For more information about bill statuses, read Bills Overview - Approval process

Approved bills are pushed to QuickBooks as unpaid bills and payment can then be recorded in QuickBooks.
 

⚠️ Important: Once a bill is approved, it cannot be edited in Ressio. Changes must be made in Quickbooks

Disabling Bill push (Temporarily)

If you wish to add a bill to the budget, but not sync to Quickbooks, follow the steps below:

  1. In Project Settings, turn off Enable Pushing Bills to QuickBooks 

  2. Approve the bill

  3. Reenable the setting afterward

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Syncing Paid Status

Ressio automatically syncs paid statuses overnight. To force refresh bill status:

  • Go to Bills → Sync Bills

Screenshot 2026-03-24 at 2.43.50 PM

  • Or go to the Project Budget → Sync Expenses

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Handling Receipts (Already Paid)

If the bill is a receipt, mark the bill as paid as soon as it syncs in Quickbooks.

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Pushing and Pulling File Attachments

You can attach files to the bill in both Ressio and Quickbooks. It's fairly common to attach invoices that need to be paid so you have a record of them.

You can attach files to bills, such as:
 
Vendor invoices |  Receipts | Supporting documents
 
📎 Files are stored in the project for future reference.
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You can choose to sync these files between Ressio and Quickbooks in Project Settings - Financials.
 
Screenshot 2026-03-26 182902
 

🎓 To learn more about pushing and pulling bill attachments in Quickbooks and Ressio, read more here.

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Additional Settings

Exclude Pulling Non-Billable bills and Expenses
 
If enabled:
  • Bills marked non-billable in QuickBooks will not sync into Ressio

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If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!