Please ensure that your QuickBooks Online administrator sets up the initial connection between Procurify and QuickBooks Online. The user will need access to Integration permissions in Settings. To learn more about QuickBooks Online integration, click here.
Navigate to Settings → Integrations.
Click Set Up below QuickBooks Online.
Continue to QuickBooks Online and enter your account credentials. Authorize the connection by clicking the Connect button. You've connected your QuickBooks Online account to Procurify!
Ensure to set the toggle appropriately for "Are you using a US based QuickBooks Online account?"
To sync Custom Fields, select the appropriate fields from the Field Mapping section. Once you've chosen the fields, select Save.
Ensure that your account numbers are enabled in QuickBooks Online by completing the following steps: Settings → Account & Settings → Advanced → Chart of Accounts → Enable Account Numbers
If you are using sub-classes in QuickBooks Online, the Procurify field with custom mapping to QuickBooks class should be named class:subclass. If you have multiple levels of classes, ensure to enter all classes in order of hierarchy with a colon between them.
A QuickBooks Online Administrator must set up the integration.
Steps to set up Vendor List and Account Code sync:
Navigate to Settings → Integrations.
Click View below QuickBooks Online.
On the Vendor and Account Code tabs, toggle Start Scheduled Sync to ON
All new vendors will be created/synced as Preferred Vendors
All account codes created/synced via this method will require manual linking to departments. For how to link account codes to departments, see:
For more information, see What is Master Data Sync?
You have successfully connected QuickBooks Online!
Additional Information:
Please ensure your Accounts Numbers in your QuickBooks Online account are visible in order for the integration to function. These link to Account Codes in Procurify and must be a unique alpha-numerical value.
The QuickBooks Online Bill sync is sensitive to Vendors with different formatting of spaces and punctuation.