Question:
- Syncing Account Codes to QBO
- Do expenses get synced to QBO when the user hits the sync button on approved bills, or is there a different process?
Answer:
Procurify will sync Expenses type Account Codes. Any other type of Account Code will fail. Anything syncing from Procurify to QuickBooks Online (QBO) will sync as an Expense.
Example: If an Office Supplies Account Code in Procurify is set to Asset type, but in QBO, it is Expense type, the data will sync. If Equipment is designated as a Procurify Expense type and it is set as an Asset in QBO, the sync will fail.