Bigger companies typically require to use any tools for following the various processes and making the right decisions. 

In Precoro, you can integrate your QuickBooks Online account to get many benefits, which help automate document management and save time.


The Benefits of QuickBooks Online Integration:

  • Reduce manual entry of Purchase Orders or Invoices in QuickBooks Online.
  • Sync suppliers' data in Precoro and QuickBooks Online.
  • Better communication between the purchasing and accounting departments.
  • Avoid careless errors due to manual entry.


To integrate QuickBooks with Precoro, you should have a Plus, Advanced QuickBooks, or Essential subscription. A Simple Start plan does not offer such an option.

The Essential plan allows the integration of Invoices only.


How to integrate Precoro with QuickBooks Online



1. Connect your QuickBooks account

Go to Configuration  → Integrations to start connecting your QuickBooks Online account to Precoro, then press the Connect to QuickBooks button to sign in to your QuickBooks Online account via Precoro.



2. Sync your Suppliers 

 

Import Suppliers to Precoro from QuickBooks OR press Sync Suppliers if you already have a Supplier's list in Precoro.

Every Supplier in Precoro should have a pair in the QuickBooks. When syncing Suppliers, Precoro will recognize the matches.


If any Suppliers are not recognized – sync them manually through the Suppliers Management page or create a new Supplier in QuickBooks. 

Please note that currencies of your Supplier in Precoro and QuickBooks should be the same.

To get more information, go to the Suppliers and Items Integration article.



After this, the list of the following Supplier's fields will be automatically updated back and forth:

  • Supplier name
  • Legal Address
  • City
  • State/Province
  • Postal Code
  • Country
  • Phone Number
  • Email Adress
  • Account Number.


3. Choose the QuickBooks Settings to Integrate with Precoro

You can select the following lists to mirror in Precoro:

  • GL Accounts (Chart of Accounts)
  • Customers and Projects
  • Classes / Departments
  • Locations.

For example, click on Import Chart of Accounts button:



Then select options of Chart of Accounts that you want to import from QuickBooks and submit.



Once imported, you will use the mirrored options in the Purchase Orders/Invoices in Precoro in the same way as it is configured in your QuickBooks account. 

 

Please note:

  • The buttons that start with "Import..." import previously unintegrated data from QuickBooks. 
    So, if you added, for example, a new Account in QuickBooks, you should click on "Import Chart of  Accounts" to display it in Precoro. To delete unnecessary Accounts, do this manually on the Edit Custom Field page.
  • The "Update" will only update already integrated data. So, if you want to update integrated options, use this button to keep integrated data up to date without adding new options.
    For instance, if you made changes in the customer's data in QuickBooks, you should click on "Update" to display these changes in Precoro.

4. Sync Items (optional)

If you have any products and services or manage inventory in QuickBooks, you can synс it with Precoro.

 


Synced products will be sent to QuickBooks as items. Other items will be sent as category details.



All changes in QuickBooks regarding products and services and inventory should be synced with Precoro through the "Sync Items" button on the integration page. 

To get more information go to the Suppliers and Items Integration page.


5. Select the Integration option

You can choose Approved Purchase Orders or Approved Invoices. If you select Approved Invoices, you can also Import Payments. When "Import payments" is on, payments and their statuses will also be synced.


6. Tax Agency and Rates matching (optional)*

 

To properly integrate QuickBooks with Precoro, you should match the tax rates. You should also set the default Tax Agency in QuickBooks.

 

*This step will be hidden if you are not using the taxes in Precoro.



To get more information about mapping tax rates, go to the Taxes page.

 

Once done, your next approved Purchase Order/Invoice will be transferred to QuickBooks automatically. 

 

To get more information about the interaction between Precoro and QuickBooks in the document management, follow these articles: