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Finance & Accounting

QuickBooks Integration

Finance & Accounting Module 13 of 45

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.

Who uses it

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

Where it fits

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.

What it supports

  • 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

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