Getting Started

This article will walk through the basics in reviewing and approving/rejecting a bill. This document is geared toward Project Managers or other team members that are responsible for confirming the bill appears correct, adding notes, and/or includin...

In this document, we will review the basic steps to configure your account and process your first bill. This article assumes you have already integrated MakersHub with QuickBooks. If you have not, click here . Dashboard When you login, t...

This article will walk you through importing existing bills from QuickBooks so that they can be reviewed, approved, and paid through MakersHub. Flagging for Duplicates In order for a bill to be flagged as a duplicate, a bill must be uplo...

When a bill is paid outside of MakersHub, you can choose to mark the bill as paid and MakersHub will create a payment record in QuickBooks on your behalf linked to that bill. Mark as Paid To mark a bill...

To pay a bill through MakersHub, first add the account information from where the payment will be withdrawn. Navigate to Admin Settings by clicking your name in the top right corner and select Admin. Select Payment Settings . ...

Navigate to the Accounts Payable tab. You will notice a Question Mark next to the Vendor Name . This signifies that we do not know how you like us to pay the vendor. Click on the vendor name to update their preferred method of paymen...

Now that you have a verified method of payment , you can  Schedule Payment in the Accounts Payable tab . Schedule Payment for a Single Bill To pay a single bill, click  Schedule Payment.&nb...

Payments that are scheduled but not yet processed will appear under the Payments tab in MakersHub. Once a payment is processed, the payment record will be synced to QuickBooks. It will be removed from the Payments tab but visible under...

In this article we go over the how to find your AP Inboxes and their functions. AP Inbox Navigate to your name in the upper right corner, click Admin , under the Bill Settings you can find your Inboxes. MakersHub Only Processes Valid ...