PProcureFlow

Integration

Two systems, one set of numbers

Purchase orders, bills and payments match in ProcureFlow and QuickBooks Online. Requesters never need to log in to QuickBooks.

Getting connected

Connect and import your data

1

Find the app

Search for ProcureFlow in the QuickBooks apps listing.

2

Choose the company

Pick the QuickBooks company to link and allow access.

3

Open settings

A company admin opens Integrations › QuickBooks Online.

4

Import data

Suppliers, accounts, classes and customers come across.

What syncs

You do this — and this happens automatically

1Create a purchase order→ The purchase order appears in QuickBooks Online.
2Invoice arrives — upload it, or Copy to bill in QBO→ A bill is created against the purchase order.
3Pay the bill in QuickBooks Online→ The invoice is Settled and the PO marked Paid.
4Attach a file to a purchase order→ The attachment is added in QuickBooks too.

You stay in control

Access management sets which accounts, classes and customers each role can use, and which fields are required.