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Finance & Accounting

QuickBooks Integration

Sync customers, invoices, items and stock with QuickBooks

What it does

Customer, invoice and item records are kept in step between QuickBooks and SenangUrus 360, with stock quantity, purchase price and sale price carried across for newly created items. Expenses synchronise against the payment and deposit accounts you choose. Several QuickBooks accounts can be connected at once, and tax codes and asset accounts are set in the module.

Functions in this module

  • Two-Way Record Synchronisation
  • Customer Synchronisation
  • Invoice Number Sync
  • Item Synchronisation
  • Inventory Stock Sync
  • Expense Account Mapping
  • Tax Code Selection
  • Item Asset Accounts
  • Multiple QuickBooks Connections
  • Duplicate Name Matching
  • Automatic Synchronisation

Where it fits on the platform

Customers and items created through sales or stock movement are written into QuickBooks and linked to existing records rather than duplicated. Invoices carry their numbers and tax totals across, so the amount on the customer record matches what accounting holds.

Finance teams and bookkeepers who run the ledger in QuickBooks while invoices, customers and stock are recorded in SenangUrus 360.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Questions

About the QuickBooks Integration module

01/Is QuickBooks Integration included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See QuickBooks Integration on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.