Approveit Guide: QuickBooks Integration

updated on 17 June 2022

To set up Quickbooks integration:

  1. To connect / disconnect your Quickbooks account or to change the account you are using:

Settings -> Integration -> Quickbooks -> Connect

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2. To set up the workflow of approving the PO and synchronizing with Quickbooks:

Workflows -> Financial -> Purchase Order  -> Integrate with Quickbooks

Once you have connected the Quickbooks account, Approveit is automatically synchronized with the Quickbooks

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3. When filling the PO, your suppliers, products / services, customers and accounts are automatically loaded from your Quickbooks account

If you need to add a supplier, product/service, or a customer you should do that in your Quickbooks account.

For admins: Make sure that all info on the product/service (it’s non-inventory, expense category is chosen, and ‘I purchase this product/service from a supplier’ is ticked)  is filled in Quickbooks.

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4. When the PO is approved, the PO will appear in your Quickbooks account

Approval via web app:

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Approval via Slack:

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Approval via email:

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