Quadient AP Automation QuickBooks Integration

We integrate with the following versions of QuickBooks Online: Essentials, Plus and Advanced. Intuit restricts integrations on the Simple Start price plan so we cannot support this plan. Intuit also restricts some integration functionality on the Essentials price plan such as class tracking and customers so that data cannot be integrated with Quadient AP.

We import any list needed to create an Invoice (Bill in QBO) in Quadient AP such as Vendor, GL Account, AP Account, Item, Class, Customers and Tax Accounts.

Not currently but you can create POs in our own purchase order module.

Connecting Quadient AP to QuickBooks Online only takes a few clicks, once you’ve completed the setup the synchronization will occur automatically every 2 hours. It’s possible to initiate an ad hoc sync whenever you’d like at the click of a button. Invoice & payment will instantly sync into QuickBooks Online on export.

Yes, there are two different methods we use for transferring tax amounts into QuickBooks Online. Your customer service manager will work with you to find the method that suits your configuration best.

At the invoice level, multi-currency is managed in QuickBooks Online by AP account and vendor. The same is true within Quadient AP.

Yes, you can connect each of your QuickBooks Online companies to your Quadient AP account. Quadient AP has a true multi entity experience so that you can view invoices, purchase orders and payments from multiple entities in a single consolidated view.

Using the approval delegation feature, you have the ability to temporarily swap an approver for another approver for a period of time set by you so that invoices and purchase orders can continue on their approval workflow.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.