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. 

Once your QuickBooks account has been connected and your settings have been configured, follow the steps below to sync a PO from Quartzy to QuickBooks.

Step-by-Step Guide

1. From the Requests module, select the request(s) you want to group under one PO number, then click Group Actions and choose Create PO. If there's an approval workflow in your Lab, the selected requests must complete the full approval process before they can be grouped into a PO. 

• Each request will correspond to a line item on your PO in QuickBooks Online.

2. Enter the following PO-level information at the top of the Create and Sync Purchase Order form:

• QuickBooks-synced fields:
  • Required:
    • QuickBooks Vendor
      • If you don't see your desired QuickBooks Vendor in the dropdown, the vendor most likely does not exist in QuickBooks yet. Create a new vendor in your QuickBooks account, then refresh the page in Quartzy and select the new value from the dropdown menu. 
  • Optional:
    • PO Number
      • If you would like for PO numbers to be generated automatically, you will need to turn Custom Transaction Numbers OFF in your QuickBooks Online account, in the Account and Settings > Expenses > Purchase Order section as below: 
        • 
    • Memo
    • Tax
    • Shipping

• Quartzy-specific fields — fill these out if you plan to export a PDF copy of the PO to send to your vendor:
  • Terms
  • Bill To Address
  • Ship To Address
  • Quote Number
  • Notes to Vendor

3. Fill out the Expense, Class, and/or Customer fields on each individual request. This data will be synced to your QuickBooks Online account.

• Click "Apply to all empty [field name] fields" on the first request to copy the selected value onto all other requests

  

4. Click Create + Sync

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

More questions? Contact us