This guide is for beta users. If you would like to be included in our beta group for the QuickBooks Bills beta, register here.
You will first need to connect Telleroo to your QuickBooks account.
Now under the QuickBooks Bills section, you can view all available invoices.
Choose the invoices you want to pay and click Create Pay Run. From there, set the payment date, partially pay any invoice if required, and select your preferred payment reference.
Invoices with bank details
Under Bank Account, you'll find the sort code and account number for each invoice. QuickBooks stays synced, and once you create the pay run, it follows the usual pay run process in Telleroo.
Invoices with no bank details
When bank details are not stored in the QuickBooks contact, and you have an invoice attached - you'll see Add missing bank details under Bank Account.
Click Add missing bank details to open a pop-up where you can scan bank details from the invoice.
Click Scan invoice for bank details to capture the bank details. Then, review the invoice and scanned details manually before clicking "Update contact details" in QuickBooks.
Telleroo is not responsible for the bank details provided, so always double-check that the sort code and account number match the invoice.
We’ll send the bank details back to QuickBooks, so you won’t need to scan the supplier’s invoice again for these details.
If you try to scan bank details without Bank Details Manager permission, you’ll see an error message saying you lack authority and need to contact your account admin.
If the payee’s bank details aren’t in QuickBooks, Telleroo requires an invoice for the bill payment to scan the details. If you see "no bank details or invoice in QuickBooks," go back to QuickBooks and either add the invoice to the bill payment or update the supplier’s bank details directly.
When updating a contact in QuickBooks, you need to enter both the sort code, then the account number in the Account no. field. Separate the sort code and account number with a space, do not use a hyphen.
