Apptivo supports QuickBooks Online accounting software integration to manage your Apptivo Purchase Orders on QuickBooks. You can enable the one-way sync for Apptivo accounts to integrate with your QuickBooks accounts.
Let's go through the steps to integrate your Apptivo’s Purchase Orders with QuickBooks online account.
Steps to Integrate
- Login to your Apptivo account.
- Click on the User Menu and select the Business Settings.
- On the Business Settings page, click on the Services and select QuickBooks.
- From the QuickBooks Online Integration page, click on the “Connect to QuickBooks” button.
- You will be redirected to the QuickBooks Online login page.
- Enter your QuickBooks Online account details and click on the Sign-in button.
- Once you have completed the sign-in process, you will be redirected to the Apptivo Business Settings page.
- Now, you can view the “Force Sync from QB” and “Disconnect” buttons.
- Using the “Force Sync from QB” button, you can import the Customer, Items, Suppliers and Tax codes from your QuickBooks Online account to Apptivo. By performing this import, you can access the customer information available in QuickBooks and create a purchase order for them within Apptivo.
- Under the Configuration tab, select the app that you want to integrate with your QuickBooks Online account. Here, Purchase Orders app.
- Select the Sync type as One-way sync i.e. Apptivo to QuickBooks.
- You can also disconnect the integration whenever you want by clicking on the Disconnect button.
- Now, you can view the imported Customers, Suppliers, Items, and Tax codes from the QuickBooks Online account in Apptivo accounts. You can view those QuickBooks Customers, Suppliers, and Item details on Apptivo’s Customers, Suppliers and Items app.
- Create a purchase order for QuickBooks supplier from the Apptivo account for any of the QuickBooks items.
- Once the purchase order is generated, you can view the sync status on the “QuickBooks Sync Status field” on the purchase order overview page.
- When the “QuickBooks Sync Status field” shows synced, the purchase order will be synced automatically on the QuickBooks Online account.
- You can view those purchase orders from your QuickBooks account under the Expense sections.
- If you have created the purchase order for a supplier whose supplier name is not on the QuickBooks Online account, you will get the Sync status on the “QuickBooks Sync Status field” is failed, and the failure reason will be visible on “QuickBooks Sync Details” field.
