How to sync a PO from Quartzy to QuickBooks Online

Note: The QuickBooks Online integration is only available with paid subscriptions or during a trial. If you're interested in accessing this feature, contact support@quartzy.com!

Quartzy's integration with QuickBooks Online helps lab managers and finance teams save time by eliminating tedious, manual data entry. With the integration, data syncs automatically to your QuickBooks Online account, where you can review everything in one place. 

Before you can sync POs to Quickbooks Online, you must first connect your QBO account to Quartzy

Below you'll find a how-to video guide, as well as written instructions, that detail how to create a PO in Quartzy and sync it to QuickBooks Online! 

1. From the Requests module, select the requests you want to group under one PO number, and click Group into PO.  

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2. Enter the Purchase Order Number and select the QuickBooks Vendor.

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Optional: Select Expenses and add Tax and Shipping.

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3. Click Sync.

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Next Up: Learn how to sign-up for a paid subscription and access the QuickBooks Online Integration

 

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