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Syncing Credit Card Bills to QuickBooks Online

Updated over a month ago

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

  1. Navigate to the Manage Bills page in Procurify

  2. Select one or more credit card 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 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:

  1. Go to Settings > Integrations > QuickBooks Online

  2. Select the Field Mapping tab

  3. Adjust the mapping for credit card bills according to your needs

  4. 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.

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