Syncing a PO to QuickBooks Online

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

Quartzy's integration with QuickBooks Online helps Lab Managers and Accountants save time by eliminating tedious, manual data entry. Now, data flows automatically into your QuickBooks Online account, and you can review everything in one place.

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

Follow the instructions below 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 # 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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