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Syncing Reimbursable Expense Bills to QuickBooks Online

Updated over a week ago

Overview

Procurify allows you to sync your reimbursable expense bills directly to QuickBooks Online. This integration enables you to efficiently reimburse your employees while maintaining accurate financial records in your accounting system.

Features

  • Select and sync multiple reimbursable expense bills to QuickBooks Online

  • Track sync status with timestamps

  • View error messages for failed syncs with actionable steps

  • Sync bill attachments to QuickBooks Online

  • Access Procurify bills directly from QuickBooks Online with convenient backlinks

  • Customize field mapping for expense bills

How to Sync Expense Bills to QuickBooks Online

  1. Navigate to the Manage Bills page in Procurify

  2. Select one or more reimbursable expense bills by checking the boxes next to each bill

  3. Click the Sync to QuickBooks Online button in the actions menu

  4. Confirm the sync operation when prompted

  5. The system will process your request and update the sync status for each bill

Sync Status Information

Each bill will display its sync status, which includes:

  • For successful syncs: "Synced to QuickBooks Online" with the date and time of synchronization

  • For failed syncs: An error message with specific actions to resolve the issue

Field Mapping

When expense bills are synced to QuickBooks Online, the following field mapping is applied:

Procurify Field

QuickBooks Online Field

Requested by

Vendor

Invoice Date

Bill Date

Due Date

Due Date

Vendor

Description

Account

Category

Unit Cost

Amount

Tax

Tax Code

Attachment

Attachment

Custom Field Mapping

You can customize how fields are mapped between Procurify and QuickBooks Online:

  1. Go to Settings > Integrations > QuickBooks Online

  2. Select the Field Mapping tab

  3. Adjust the mapping for expense bills according to your needs

  4. Save your changes

Attachments

Any documents attached to your reimbursable expense bills in Procurify will automatically sync to the corresponding bill in QuickBooks Online, ensuring all documentation remains available in both systems.

Accessing Procurify Bills from QuickBooks Online

Each bill created in QuickBooks Online through this sync process includes a backlink to the original bill in Procurify. Click on this link to quickly access the source bill for additional details or context.

Troubleshooting

If you encounter sync errors, review the specific error message displayed with the bill. Common issues include:

  • Mapping configuration errors

  • Network connectivity problems

  • Missing required fields

  • Permission issues

For additional assistance, please contact our support team via the Help Center.

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