Accounting

QuickBooks

The QuickBooks integration connects Smartbills to QuickBooks Online and syncs expenses, receipts and invoices in both directions as transactions happen. Your bookkeeper stops re-typing entries, and the books are as current in the middle of the month as they are at close.

What this integration does

Expenses arrive in QuickBooks already coded
Once an expense is approved, it posts to QuickBooks Online with the GL account and expense category you mapped during setup.
Each receipt is attached to its entry
Receipts are matched to their transaction and attached to the journal entry in QuickBooks. Your accountant or an auditor can open the entry and see the proof.
Vendor records stay in step both ways
Vendor details sync between Smartbills and QuickBooks. An address corrected in one system is corrected in the other.

Setting it up

In Smartbills, open Settings > Apps and search for QuickBooks Online
Click Connect, sign in to QuickBooks and authorize access
Pick the company if you have more than one
Map your Smartbills categories to QuickBooks accounts
Choose the sync direction, frequency and export format

FAQ

Questions about this integration

No. The integration connects to QuickBooks Online only, on the Simple Start, Essentials, Plus and Advanced editions. Essentials or higher is recommended.

Approved expenses, posted as bills, expenses or journal entries depending on the export format you choose, with the receipt image attached. Expenses go across on approval or on a schedule.

Your chart of accounts, customers and tax rates, pulled on demand. Vendors sync in both directions whenever one is created or updated.

Each Smartbills tax is mapped to a QuickBooks tax code: GST/HST to HST ON, PST to PST BC, QST to QST QC, and expenses with no tax to Out of Scope.

A QuickBooks Online account, and admin access in both systems.

Yes. Photograph a receipt in the Smartbills app, or pick a batch from your camera roll, and it's read into merchant, items and each tax line, then synced to QuickBooks Online with the image attached to the entry. Receipts found in your email and receipts sent by stores go the same way.