How to Integrate Precoro with QuickBooks Desktop via SFTP

Discover how to connect Precoro to QuickBooks Desktop via the SFTP connector for automated invoice sync.

TABLE OF CONTENTS

• How Does the Integration Work?
• How to Set Up the QuickBooks Desktop Integration via SFTP

  • Step 1: Create the API Token

  • Step 2: Choose Your SFTP Connection Type
  • Step 3: Decide Your Sync Frequency
  • Step 4: Contact the Precoro Support Team

• How to Upload Invoices From SFTP to QuickBooks Desktop
• Frequently Asked Questions

How Does the Integration Work?

The integration between Precoro and QuickBooks Desktop via SFTP simplifies your accounting processes. Once you approve invoices in Precoro, they are automatically transferred to a secure SFTP server at your chosen sync frequency.

The data includes predefined fields that simplify importing into QuickBooks Desktop. With QuickBooks' built-in import features, you can effortlessly bring in your data without any complicated setup.

How to Set Up the QuickBooks Desktop Integration via SFTP

 

Step 1: Get the API Token

First, you need to create an API token:

1. Navigate to the Configurations > Integrations page in Precoro.

2. Click on the API section.

3. Select the Generate API Key button.

4. Save the generated token for future use.

You can find more details on retrieving the API token in our Knowledge Base.

Step 2: Choose Your SFTP Connection Type

Decide how you want to authenticate with your SFTP server. The integration supports two authentication methods: basic authentication (using a username and password) and SSH key authentication.

For basic authentication, gather the following details:

• Host: Enter the IP address or URL of your SFTP server.

• Port: Specify the port your SFTP server uses (commonly, this is port 22).

• Username: Your SFTP username.

• Password: Your SFTP password.

For SSH key authentication, prepare your SSH key.

Step 3: Decide Your Sync Frequency

Determine how often you want your data to sync. Based on your needs, you can set sync intervals to every 30 minutes, hourly, daily, or weekly.

Step 4: Contact the Precoro Support Team

Reach out to the Precoro team for assistance. They will help you with the integration setup.

How to Upload Invoices From SFTP to QuickBooks Desktop

To enter transactions, follow these steps:

1. Navigate to File → Utilities → Import → Excel Files.

   

2. Select the appropriate transaction type (e.g., Bills) and the AP Account.

   

3. Open the spreadsheet with your transactions. Ensure the columns match the order in the Batch Enter Transactions window.

4. Highlight the relevant information, right-click, and select Copy.

   

5. Right-click the first date field in the Batch Enter Transactions window and select Paste. If any details appear in red, they are not listed in the company file. Select the red detail and choose the existing value.

   

6. Click Save Transactions and select Yes on the Confirm Account screen.

Frequently Asked Questions