Goal:
- Codat Migration QBO article
How to connect to Procurify’s new Quickbooks Online integration
As Procurify is launching our new Quickbooks Online integration, we want to ensure you can switch easily. To connect to our new and improved integration, please follow these steps:
Getting ready
Before your assigned day of switching integrations, make sure you know the following:
Your Quickbooks Online Admin login credentials
If you are not your company's Quickbooks Online admin, please ensure you contact them as early as possible. To set up the new integration, you must log in to QuickBooks Online.
Your current Quickbooks Online field mapping
If you are currently using custom field mappings (or are unsure if you do), please check your current integration setup.
- Go to Settings
- Integrations
- Quickbooks Online to see your current setup (it has to be done before the date of switching to the new integrations). We recommend taking a screenshot of it for easy reference.
Sync all approved bills over to Quickbooks Online
To ensure your workflow is not disrupted, we recommend syncing all approved bills to Quickbooks Online ahead of time.
Please ensure you've completed the previous steps before continuing with this article.
Connecting to Procurify’s new Quickbooks Online Integration
Today is the day you have access to the new Quickbooks Online integration. Please note that you have to connect to it to resume syncing bills.
To connect, please follow these steps:
- Go to Settings -> integrations
- Click on Quickbooks Online Setup
- Enter your Quickbooks Online Admin credentials and allow Procurify to connect
- Set the Quickbooks Online toggle to the correct setting, depending if you are using a US Quickbooks Online account. You can learn more about why this is important here.
- Set your custom field mapping based on your old configuration (use your previously saved screenshot as reference)
You are now connected to the new Quickbooks Online integration. Once you go to the Approved Bills section under the Accounts Payable section, you can resume the bill syncing.