clickBACON is designed to automatically push documents to your accounting platform once they balance and contain items you’ve manually approved in the past.  If you want to stop a document from being pushed automatically, you can set up a Document Hold Rule.




⚠️ Important: 


1.  If any rule is met, the document will still be processed, but it will be held instead of being pushed.

2.  If you are connected to QuickBooks Online, you must ensure that the vendor exists in clickBACON first.  Please see When Vendors Are Created In QuickBooks Connected Accounts for more information.


By combining company, vendor, and location rules, you can control exactly when documents move forward automatically and when they should be held back for your review.


Company-Wide Rules

Create and edit these in your DOCUMENT SETTINGS.  Click on the gear icon then SETTINGS.  Choose DOCUMENTS from the tabs and scroll down to the document rules.

  • These will run first

  • Apply to all locations in your company


Rule Options:

  • Amount

    • Greater than or equal to

    • Equal to

    • Less than or equal to

  • Date

    • Before or equal to

    • Equal to

    • After or equal to

  • Document Type

    • Invoice

    • Bill

    • Check

    • Credit memo

  • Keyword

    • If a document contains any word you specify, it will be held


Vendor Specific Rules

Create and edit these in your DOCUMENT SETTINGS.  Click on the gear icon then SETTINGS.  Choose DOCUMENTS from the tabs and scroll down to the document rules or in the Vendor Setup.  

  • These will run second after the company rules have run.

  • Apply only to the vendor it is set up for

  • Apply only in the location where they are set up


Rule Options:

  • Amount

    • Greater than or equal to

    • Equal to

    • Less than or equal to

  • Date

    • Before or equal to

    • Equal to

    • After or equal to

  • Document Type

    • Invoice

    • Bill

    • Check

    • Credit memo

  • Keyword

    • If a document contains any word you specify, it will be held

  • Items

    • If the vendor’s document contains any selected items, it will be held


Location Specific Rules

Create and edit these in your DOCUMENT SETTINGS.  Click on the gear icon then SETTINGS.  Choose DOCUMENTS from the tabs and scroll down to the document rules.

  • These will run last after company and vendor rules.

  • Apply only in the location where they are set up.


Rule Options:

  • Amount

    • Greater than or equal to

    • Equal to

    • Less than or equal to

  • Date

    • Before or equal to

    • Equal to

    • After or equal to

  • Document Type

    • Invoice

    • Bill

    • Check

    • Credit memo

  • Keyword

    • If a document contains any word you specify, it will be held

  • Items

    • If the vendor’s document contains any selected items, it will be held





Related Articles

When Vendors Are Created In QuickBooks Connected Accounts