Help CenterWith our QuickBooks Online integration, you can benefit from having an all-in-one purchasing and supplier invoice module. You can also activate our high prediction, machine learning OCR to get further invoice automation.
How the integration works
The QuickBooks Online integration is a plug & play integration that reads master data such as suppliers, nominal codes, tax codes, and cost dimensions (customer, projects, class and location) from the accounting system that can be used in CostTracker and the invoices are received, matched and approved in CostTracker and posted back to QuickBooks online. You can also receive invoices that are not PO-related in CostTracker so that you receive and approve them all in one place.
You can choose if you like to update suppliers in QuickBooks online directly from CostTracker and restrict access to doing this for each user.
Setting up the integration
Go to Settings --> Integrations --> QuickBooks
If you have a trial account without access to the Integration section, send us a message on support@costtracker.no or directly from the integration section and we will enable it.
Click "Connect"
Insert your QuickBooks online username and password for the right account in QuickBooks online .
You will then be prompted with data that CostTracker will be granted access to. Click «Allow access»
Open the QuickBooks online section again and click on the download button. CostTracker will then download master data and sync this every night. You can also refresh the update by pushing the refresh button or the refresh symbol in the supplier section.
Integration configuration
When setting up the integration, you need to defined the credit account for booking of supplier invoices in QuickBooks. This is often named "Creditors" or "Accounts Payables (A/P)".
You can also decide which QuickBooks-specific cost dimensions to transfer to CostTracker. These are:
- Location
- Class
- Customer/Project
Below you can see how the above field (including the Reference field in CostTracker) comes over to QuickBooks.
Define G/L account (nominal codes) and tax codes
After the integration has been enabled, you can increase the user-friendliness, by disabling the visibility of accounts or tax codes that you don't need in CostTracker.
That's it! Now you can start using CostTracker integrated with QuickBooks online and receive supplier invoices directly to CostTracker.