QuickBooks Online integration
Your team raises and approves purchase orders without needing QuickBooks access. Approved POs sync to QuickBooks Online as purchase orders, approved invoices sync as bills with their attachments, and when finance pays the bill in QuickBooks, the invoice and PO are marked paid in ProcurementExpress. No second entry of the same purchase.
Build these steps into everyday purchasing.
A company admin connects from the QuickBooks apps listing or from Integrations in ProcurementExpress, then runs Import your QuickBooks Online data. Suppliers, your chart of accounts, customers/projects, and classes come across, and admins choose which roles can use each account, class, or customer on a PO.
Requesters pick the account, class, and customer/project finance expects, and a single PO can be split across multiple federal contracts, with budget-to-actuals for each funding source.
Approved POs and invoices sync to QuickBooks Online automatically. Pay the bill in QuickBooks and ProcurementExpress settles the invoice and marks the PO paid. Bills created only in QuickBooks don't sync back as invoices, and if a record doesn't sync, its history shows the reason.
A practical next step
A practical guide to managing federal, state, and foundation funding in QuickBooks: allocation accounting fundamentals and where QuickBooks falls short.
Explore the resource“Helps us to stay in budget and manage our finances.”
Cynthia Pinkerton
Director of Business Affairs
Sunny Glen Children’s Home
SEE IT WITH YOUR TEAM
Walk through your budgets, approvals, and reporting needs with us.
