Question
How does the Procurify-to-QuickBooks Online (QBO) sync handle bill lines, and which account codes are supported?
Answer
In the Procurify-to-QBO integration, all bill lines are pushed over as Category (Expense) lines.
We do not sync bill lines as Items because QBO requires "Items" to exist within a pre-managed QBO Items list, which this specific integration does not manage. Using Category lines ensures the expense amount is accurately captured, allowing you to process and pay the bill without manual inventory reconciliation.
Account Code Requirements
To ensure a successful sync, please note the following requirements regarding Account Code types:
Supported Types: Procurify syncs Expense type Account Codes.
The Golden Rule: The Account Code type in Procurify must match the Account Code type in QuickBooks Online.
Sync Failure: If an account is set as an Expense in Procurify but as an Asset (or any other non-expense type) in QBO, the sync will fail.
Note: Always verify that your mapping in Procurify aligns with your Chart of Accounts in QuickBooks Online to prevent synchronization errors.
Compatibility Summary
Feature | Sync Behavior |
Line Item Mapping | Pushed as Category (Expense) lines |
Account Type | Must be Expense in both systems |
Unsupported Types | Assets, Liabilities, or Equity codes will result in a sync failure |