Procurify now offers direct integration with all QuickBooks Online tiers. Connect to your QuickBooks Online account and instantly push bills and paid bills from Procurify to save time and reduce data entry. You will need an active QuickBooks Online subscription and access to the Settings page in Procurify.
Contents
- Why Sync Bills to QuickBooks Online?
- Setting up and Syncing Bills to QuickBooks Online
- QuickBooks Online Integration Flow
- Frequently Asked Questions
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
Learn more about the benefits of syncing Procurify with QuickBooks Online
Setting up and Syncing Bills to QuickBooks Online
Connect QuickBooks Online to Procurify
Understanding QuickBooks Online Bill Field Mapping
Sync Bills to QuickBooks Online
How to add taxes 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?
No.
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.
What about taxes?
Taxes calculated on the bill lines in Procurify are included in the cost allocation amount synced to QuickBooks Online for payment. QuickBooks Online only supports one tax line item moving from Procurify.
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.
Will vendors be automatically created in QuickBooks Online?
No, new Vendors from Procurify must be created manually.
Is this an automatic sync?
No, the Bill sync is user-controlled and selected as real-time batch sync.
What attachment file types are supported by the sync?
PDF, JPEG, PNG, DOC, XLSX, CSV, TIFF, GIF, and XML
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?
No, no data flows back from QuickBooks Online to Procurify.
Does Quickbooks Online Sync Taxes?
At the current time no, but the Product team is planning to add this feature.
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.
Will attachments that are added to an order request, purchase order, or during receiving stage sync to QuickBooks Online?
No
Will attachments added at the create a Bill stage in Procurify move over to QuickBooks Online?
Yes