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  • January 31, 2023 22:18
  • Updated

Understanding QuickBooks Online Bill field mapping

After a bill has been synced to QuickBooks Online, Procurify’s bill fields are mapped to QuickBooks Online. The following fields will automatically sync: 

  • Vendor
  • Invoice Date
  • Due Date
  • Invoice Number
  • Bill Items
  • Account Code
  • Item Name
  • Allocated Costs
  • Memo
  • Attachments -25MB limit 

The following images display fields that sync from Procurify to QuickBooks. 

Procurify's Bill Page Field Mapping 

1_-_Procurifys_Bill_Page_Field_Mapping.jpg

QuickBooks Online Bill Page Field Mapping  

2_-_QBO_Bill_Page_Field_Mapping.jpg

 

 

Configurable fields

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While some fields are locked and mapped by default, we provide you with the flexibility to configure the mapping for the following fields:

  • Location
  • Class
  • Customer / Project

These fields are optional features in QuickBooks Online. They are not displayed in QuickBooks Online by default. To show the data you push to the following QuickBooks Online fields, you need to enable them in your QuickBooks Online Platform manually. 

*Notes that QuickBooks Online allows you to rename these optional fields. The rename does not reflect on Procurify. 

 

Following is an example of how it works.

 

Procurify's QuickBooks Online Setup Page 

3_-_Procurifys_Bill_Page_Field_Mapping.jpg

 

QuickBooks Online Bill Page Field Mapping 

4_-_QBO_Bill_Page_Field_Mapping.jpg

 

To sync a "Class" in QuickBooks Online simply sync using matching values. To sync to a Subclass in QuickBooks Online, enter the Class associated with that SubClass in Procurify for the field to map properly. To map to a Subclass in QuickBooks Online, the following format must be entered in Procurify Class:SubClass.

Below are a few examples:

  • Sales:Outside Sales
  • Sales:Inside Sales
  • Sales:Marketing

 

Additional Information: 

  • Currently, QuickBooks Online does not allow Procurify to sync information to any custom fields within your QuickBooks Online instance.
  • For more information on the QuickBooks Online integration, click here.  
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