To set up QuickBooks integration:
- To connect / disconnect your QuickBooks account or to change the account you are using:
Settings -> Integration -> QuickBooks -> Connect
2. To set up the workflow of approving the PO and synchronizing with QuickBooks:
Workflows -> Financial -> Purchase Order ->Form -> Integrate with QuickBooks
Once you have connected the QuickBooks account, Approveit is automatically synchronized with the QuickBooks
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.
4. When the PO is approved, the PO will appear in your QuickBooks account
Approval via web app:
Approval via Slack:
Approval via email:
