Articles on: Invoicing and bills

Fill missing payment terms from QuickBooks

Imported customers and vendors can land with no payment terms. New invoices and bills then fall back to Net 30.

Fill missing payment terms copies the missing ones from QuickBooks.

It only fills payment terms.
It does not re-import anything and does not change your ledger.
Terms you set by hand are left alone.

Fill them on Customers or Vendors

Open All pages in the left sidebar, then under Sales click Customers. (For vendors: under Purchases click Vendors.)
Click Fill missing payment terms.

The banner sits above the search box. It is not on Integrations.

While it runs, the title is Filling payment terms from QuickBooks. The line under it is one of:

"Reading your QuickBooks contacts…"
A count, like 11 of 13 customers

Those numbers are how far the run has got, not a promise of how many terms will land.

Only an owner or bookkeeper sees it. Other roles see nothing.

If the banner is not there, QuickBooks may need you to sign in again. Open All pages, then under Setup click Integrations, and click Reconnect QuickBooks. See "Integrations: connect QuickBooks Online".

The same fill on a new invoice or bill

When you write a new bill, a line under Due date offers the same fill: Imported contacts have no payment terms yet. Fill them from QuickBooks for all of them in this workspace.

The bill Due date field with a line offering to fill terms from QuickBooks for all imported contacts

When you write a new invoice, the control sits beside Payment terms. Click Fill from QuickBooks. Point at the ? beside the label to see what it will fill.

The fill works on every imported contact in this workspace, not only this document's customer or vendor.

What it says when it finishes

The banner lists what happened, in the app's own words.

A run that filled terms:

"Filled payment terms on 46 customers from QuickBooks."

A run that asked QuickBooks and found none. This is common, and it is not an error:

"QuickBooks has no payment terms on these contacts. New invoices and bills keep using Net 30."

A QuickBooks term we cannot store as a number of days (for example "due on the 15th of the month"):

"1 contact runs on a QuickBooks term we cannot express as a number of days (Net 15th of month). Their contact page now names the term QuickBooks uses, and no default is applied to them."

Terms you had already set stay as they are:

"11 contacts already had payment terms set here, so those were left exactly as they are."

Archived contacts can receive a term. They stay archived:

"1 of those contacts is archived here. Archiving was left exactly as it is."

Contacts QuickBooks did not return (usually deleted or inactive there) keep no terms. The run says so.

"This run finished, but its payment-term counts are unavailable. Check your contacts for the saved terms." That is not the same as "nothing was filled": open the Terms column on Customers or Vendors to see what is saved.

Open the Terms column on Customers or Vendors to see what is saved. Terms you set by hand stay as they are.

The Terms column

Customers and Vendors now have a Terms column, so you can see what landed.

A day count reads Net 7, Net 15, and so on.
Still empty: a dash.
A date-driven QuickBooks term: QuickBooks: Net 15th of month (whatever QuickBooks calls it).

The Customers list Terms column showing Net 7, an empty cell, and a QuickBooks date-driven term

For those date-driven terms, set a day count yourself or keep picking the due date by hand. See "Payment terms: set them once per customer or vendor".

Set a term by hand instead

Open the customer or vendor, click Edit, and choose Payment terms (vendors label this Terms). See "Payment terms: set them once per customer or vendor".

Updated on: 14/09/2026

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