Important Information:
QuickBooks Desktop works with PunchOut. The vendor will need to be created in QuickBooks Desktop (named exactly as they are in Procurify).
Please note that PunchOut's capability is unavailable with the live QuickBooks Desktop integration.
How it works
QuickBooks Desktop is a traditional on-premise application where a physical copy is installed on a physical computer/server and can be used without an internet connection.
To integrate QuickBooks Desktop online, Intuit developed QuickBooks Web Connector, a tool to enable QuickBooks Desktop to communicate online via standard HTTP protocol.
Procurify integrates with QuickBooks Desktop via QuickBooks Web Connector.
Configuration files (.qwc) can be downloaded through our QuickBooks Desktop integration page, and these configuration files can be loaded into the QuickBooks Web Connector. There are currently 5 available configurations, each with its unique purposes:
Integration Configuration | Purpose & Behaviour |
AccountCode | GL codes with type are synced to Procurify when this configuration is run. Only GL Codes with the types Expense, Assets, Cost of Goods Sold, and Other Current Assets are synced. Any additional account code types are not supported through our integration and need to be manually added to Procurify. How to create a new Account Code
The Procurify integration page will display a preview. |
Vendor | Vendors are synced to Procurify when this configuration is run. The Procurify integration page will display a preview. |
Purchase Orders | When this configuration is run, all POs pending sync will be synced to QuickBooks Desktop. |
Item Receipts | All Receive Logs pending Sync will be synced to QuickBooks Desktop when running this configuration. |
The integration does not support updating Account codes or Vendors via the web connector. It only allows new Vendor and Account code creation.
Quickbooks Desktop does not support file attachment sync.
See How to set up QuickBooks Desktop web connector for more information.
Supported QuickBooks Desktop Versions
The QuickBooks Web Connector 2.1.0.30 and older versions can be used with any QuickBooks Desktop product supported by the QuickBooks SDK or the QuickBooks POS SDK, including:
U.S. editions of QuickBooks Financial Software products
QuickBooks Enterprise Solutions (Additional Enterprise functionality is not supported (i.e., Inventory Tracking)
QuickBooks Premier (2002 or later)
QuickBooks Pro (2002 or later)
QuickBooks Simple Start (2006 or later)
Canadian editions of QuickBooks Pro, Premier or Enterprise (2003 or later)
UK editions of QuickBooks Pro or Accountant Edition (2003 or later)
QuickBooks Point of Sale (v4.0 or later) - QuickBooks Web Connector 2.1.0.30 or earlier
QuickBooks Web Connector 2.2.0.34 and newer versions will only work with the following versions of QuickBooks:
U.S. editions of QuickBooks Financial Software products
QuickBooks Enterprise Solutions (2015 or later)
QuickBooks Premier (2015 or later)
QuickBooks Pro (2015 or later)
Canadian editions of QuickBooks (2015 or later)
UK editions of QuickBooks (2015 or later)
QuickBooks Web Connector 2.2.0.34 and newer versions support TLS 1.0, TLS 1.1, and TLS 1.2.