Communication with QuickBooks Desktop 2019 or higher is performed via workflow. You must configure Triggers to interact with QB throughout the workflow life. 


Integration Type

Choose the type of integration you wish to perform

QuickBooks Account Sync

Sync all account types at this step by selecting the main option or select any of the sub-types to sync only those types.

QuickBooks Class Sync

Sync all Class items from QuickBooks

QuickBooks Vendor Sync

Sync all Vendors from QuickBooks

QuickBooks Customer Sync

Sync all Customers from QuickBooks

QuickBooks Complete Sync

Sync all Accounts, Classes, Vendors, Customers and Bills with QuickBooks

QuickBooks Bill Save

Save invoice from system to QuickBooks as a Bill entry

QuickBooks Bill Query

Find Bill in QuickBooks that has been paid and bring back the check number and date

QuickBooks Vendor Credit Save

Save vendor credit from system to QuickBooks


Record Field Mapping

For any type of Sync or Save operation you will want to bring values in from QuickBook and map them to Fields in the system. Use this section for the mapping. 


Line Item Field Mapping

For saving invoices into QB as Bills, use this section for the mapping of the line item details.