QuickBooks ERP Integration

Overview

The Quickbooks integration within the Spendflo platform facilitates financial usage data, which allows organizations to compare actual expenses incurred against the planned or contracted expenses, providing insight into any deviations that may be present. This information can be used to renegotiate contracts or downgrade existing ones to save costs.

Spendflo's integration with finance systems such as Quickbooks, also helps companies uncover Shadow IT by scanning expense data to identify spend on unsanctioned apps before they proliferate. This feature allows businesses to consolidate opportunities where multiple teams are paying for the same app, saving costs and increasing efficiency.

Lastly, Spendflo helps identify paid applications that are under-utilized or no longer in use, allowing companies to stop paying for subscriptions that they don't need. By doing so, they can save costs and optimize their SaaS inventory.

With this integration, Spendflo provides insights by analyzing the SaaS expenses for your organization. Our platform then automatically matches the transactions to the correct application, summarizes expenses and provides actionable insights.

The following documentation follows step by step process on how you can install the integration:

Prerequisites

To begin the installation, you must be a Quickbooks Administrator.

Steps to integrate to Quickbooks

Step 1. Navigate to Integrations → Finance, then click the dropdown to select the finance integration you want to connect.

Step 2. Open the dropdown under Integrations → Finance and select the QuickBooks Online integration. A modal containing the help documentation will appear—click Connect to initiate the integration

Step 3. Spendflo now uses Truto to connect your Quickbooks account securely. Click on “Continue”. Ensure to be logged into your Quickbooks account.

Step 4. Proceed to read through the access permissions to connect via OAuth 2.0.

Once done, click on 'Connect' to proceed.

Step 5. Once logged in to the Quickbooks account, click on ‘Connect’ once again to finish the integration steps.

Step 6. Quickbooks will now be connected successfully. 

Accounts Import Post Integration

Step 1. Once the integration steps are completed, locate the QuickBooks Online integration and click on the Edit Configuration icon to proceed with the configuration.

Step 2. On the redirected link, users can get the account data from your Quickbooks application, click on the “Import” CTA under the Accounts tab.

Step 3. A pop-up pane will appear as the right pane, where users can click on the required accounts to import.

Step 4. Once done, click on “Import” to complete the step.

The accounts will seamlessly be imported successfully into the Spendflo platform from your Quickbooks account.

Vendors Import Post Integration

Step 1. From the Quickbooks integrations page, click on the “Vendors” tab. On this page, users can get the vendor data from your Quickbooks application.

Step 2. Click on the “Import” CTA under the Vendors tab.

Step 3. A pop-up pane will appear as the right pane, where users can click on the required vendors to import.

Step 4. Once done, click on “Import” to complete the step.

The vendors will seamlessly be imported successfully into the Spendflo platform from your Quickbooks account.