Procurify offers a direct integration with all tiers of QuickBooks Online. Connect to your QuickBooks Online account to sync Vendors, Account Codes, and bills from Procurify to save time and reduce data entry. This requires an an active QuickBooks Online subscription.
Why Sync Bills to QuickBooks Online?
- Verify Invoices with confidence
- Incorporate Procurify's Bill approval routing
- Connect and manage with no integration expertise needed
- Save hours of data entry time
- Make month-end less stressful
Setting up and Syncing Bills to QuickBooks Online
QuickBooks Online Integration Flow
Frequently Asked Questions
How many company files can I connect a Procurify domain to?
Only one company file at a time. However, you can disconnect from an existing company file and connect to another company file.
Will edits on bills be exported?
Can we change the field mapping?
No, default field mappings cannot be modified. Custom field mapping can be updated.
Do split cost allocations sync?
Yes, each cost allocation syncs over as a line in the bill, so if there are 3 split allocations, they will be pushed over as three lines in the bill in QuickBooks Online.
Why are bill lines in Procurify pushed over as Items or Category (Expense) lines?
They are pushed over as Category lines due to Items in QuickBooks Online requiring an entry in their Items list, which we do not manage in this integration. The expense line amount should be sufficient to process and pay the bill.
Are credit cards or expenses synced?
No, only Bills created from Purchase Orders are synced, so credit card and expense bills are excluded from the sync. This includes Amazon PunchOut: If you wish to sync Amazon PunchOut orders to QuickBooks Online, you will need to set up Net payment terms/invoice option for Amazon Business.
Will vendors be automatically created in QuickBooks Online?
Yes, with our Master Data Sync, new vendors will be automatically created in Procurify when they are created in QuickBooks and will be updated hourly. For set up instructions, see How to connect Procurify to QuickBooks Online
Is this an automatic sync?
No, the Bill sync is user-controlled and selected as real-time batch sync.
Does the integration support a QuickBooks Online and Bill.com integration?
Yes, you can integrate Procurify, QuickBooks Online and Bill.com, but you must have the QuickBooks Online Advanced tier.
If Account Codes are updated in QuickBooks Online, will they be automatically updated in Procurify?
Yes, with our Master Data Sync, Chart of Accounts will be automatically updated in Procurify when they are updated in QuickBooks. For set up instructions, see How to connect Procurify to QuickBooks Online
Does QuickBook inventory sync to Procurify?
No, not at the current time.
How can I pay my vendor through QuickBooks Online?
Please learn about this process by accessing the QuickBooks Online Help center.
Which attachments will be synced over from Procurify to Quickbooks Online?
Attachments added at the Create Bill stage, such as uploaded invoices, will be synced. These must have one of the following file types/formats: PDF, JPEG, PNG, DOC, XLSX, CSV, TIFF, GIF, and XML.
Attachments added during order request, purchase order, or receiving stage will not be synced.