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Procurify: Quickbooks Online Accounting Integration

Accounting is a big deal for any small business. Unfortunately, it can be downright overwhelming for business owners. This is where small business accounting programs like Procurify and Quickbooks come in. Even better, high-level platforms like these two offer integration between each other to help you synchronize data across your business.

You don’t have to be a small business bookkeeping specialist to know how important transparency and accountability is. For the most part, Quickbooks can help tremendously in dealing with your orders. However, it comes short with the verification of purchase orders and making sure invoices match, among many other things. These processes are crucial to the accuracy of your financial statements. Skipping them may result in misleading reports that can derail your success. By integrating Quickbooks and Procurify, you can easily eliminate this problem.

The integration will make sure that purchase you have goes through an approval process,’ allowing management to verify each purchase before any real money is spent easily. Our experienced team of small business financial advisers is experts on setting up systems to help effectively control your finances. We can help you improve the effectiveness of your business management processes, such as small business tax planning and small business bookkeeping.

How To Integrate Quickbooks With Procurify

There are a couple of things you need to do to make sure that the integration between the two systems goes smoothly. Our small business CPAs can help you oversee this transition to make sure everything is accounted for. Integrating Quickbooks with Procurify can quickly be done using QBWC or Quickbooks Web Connector. This service, however, is only applicable to some versions of Quickbooks, namely;

  • QuickBooks Premier (2002 or later)

  • Canadian editions of QuickBooks (2003 or later)

  • UK editions of QuickBooks (2003 or later)

  • QuickBooks Simple Start (2006 or later)

  • QuickBooks Point of Sale (v.4.0 or later)

  • QuickBooks Pro (2002 or later)

  • QuickBooks Enterprise Solutions

If you are using Quickbooks Online, the only way to synchronize data between the two programs is with the use of SaasAnt. SaasAnt can help export data from your Procurify account in the form of a CSV file. You can then upload this file to Quickbooks. Our team of small business CPAs is able to help you eliminate errors in this process. We can also help you oversee your small business accounting once you implement your integrated Quickbooks and Procurify system.

Improved Reports With The Procurify & Quickbooks Integration

Integrating Procurify and Quickbooks streamlines approvals and gives you insight into your business’ spending. With it, you can also see more detailed financial reports since Quickbooks can synchronize its data with your purchasing software. Furthermore, all aspects of purchasing will be detailed with greater clarity, helping you be more confident about spending.

This information can give your small business the ability to make better decisions later on, not to mention the fact that it can help make your small business tax planning much easier, too. If you still have some questions regarding the integration, our small business accountants are always available to help you out. We also offer various services such as small business accounting, small business bookkeeping, and more to business across Georgia and the entire United States. You can learn more about our services by clicking the button below to schedule a complimentary discovery call today!

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This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.