Understanding QuickBooks Online Bill field mapping

When a bill is synced to QuickBooks Online, the following Procurify’s bill fields are mapped to QuickBooks Online:

• Vendor
• Invoice Date
• Due Date
• Invoice Number
• Bill Items
• Account Code
• Item Name
• Allocated Costs
• Memo
• Attachments (less than 25MB)

Memo

Any notes added during the Create a Bill stage under the "Notes" field will pass to the Quickbooks Online field called "Memo."

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

Procurify's Bill Page Field Mapping 

QuickBooks Online Bill Page Field Mapping 

Configurable fields

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. 

Note: 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 

QuickBooks Online Bill Page Field Mapping 

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.

For example:

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