QuickBooks Integration

Overview

Connect QuickBooks Online to push extracted supplier invoices straight into your books as Bills. The connector matches the extracted vendor name against your QuickBooks vendor list, applies your chosen default expense account, and tracks every push so the same invoice never creates a duplicate bill. Only reviewed, approved documents can be pushed.

Common use cases

• Supplier invoice → bill creation
• Vendor matching against your existing QuickBooks vendor list
• One default expense account per connection

Features

• OAuth2 connect
• Vendor matching
• Idempotent push
• Bill creation

Setup

1. 1

   Connect QuickBooks

   From the Export step (or a workflow's destination), connect your QuickBooks Online company — a one-time OAuth authorization.

2. 2

   Pick a default expense account

   Choose which account from your chart of accounts every pushed Bill line should post to.

3. 3

   Review, then push

   Once a document is reviewed and approved, push it as a Bill. An unclear vendor match prompts you to pick the right one first.