Overview
Procurify allows you to sync your credit card bills directly to QuickBooks Online. This integration streamlines your payment process, making it easier to pay your credit card providers while maintaining accurate financial records in your accounting system.
Features
Select and sync multiple credit card 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 credit card bills
How to Sync Credit Card Bills to QuickBooks Online
Navigate to the Manage Bills page in Procurify
Select one or more credit card bills by checking the boxes next to each bill
Click the Sync to QuickBooks Online button in the actions menu
Confirm the sync operation when prompted
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 credit card bills are synced to QuickBooks Online, the following field mapping is applied:
Procurify Field | QuickBooks Online Field |
Credit Card Provider | Vendor |
Due Date | Due Date |
Account | Category |
Description | Description |
Line Cost | Amount |
Custom Field Mapping
You can customize how fields are mapped between Procurify and QuickBooks Online:
Go to Settings > Integrations > QuickBooks Online
Select the Field Mapping tab
Adjust the mapping for credit card bills according to your needs
Save your changes
Attachments
Any documents attached to your credit card 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.