Integrations
Booking Supply Purchases in QuickBooks
Turn a purchased supply request into bills and purchases in your file.
Supplies bought for a request can be expensed in QuickBooks without retyping them. Items from a supplier become a Bill for that supplier; items with no supplier become a Purchase paid from your payment account.
Mark the request purchased
Go to Supplies, open the request, and use Mark as Purchased (or complete it). Only purchased or completed requests can be sent.
Send to QuickBooks
Click Send to QuickBooks on the request. For each supplier on the request, one Bill is created; the supplier becomes a QuickBooks Vendor, created or matched by name. Items with no supplier go on one Purchase, paid from the payment account chosen in the accounting setup and expensed to the expense account.
Once per request
The button then reads Booked in QuickBooks with the number of documents. One document per supplier per request, never twice, even if you click again.