Review your setup
Confirm how your QuickBooks organization, accounts, and suppliers should connect.
QuickBooks integration
Connect purchasing with your accounting workflow.
Help purchasing and finance work from connected information, with less repeated entry between systems.
A clearer process for your team
Build these steps into everyday purchasing.
Connect the workflow
Walk through the integration and agree how approved purchasing information moves into accounting.
Check the result
Review a sample transaction with your team before rolling out the workflow.
A practical next step
Plan your allocations
Explore the guide to QuickBooks allocation for grant-funded organizations.
Explore the resource“Helps us to stay in budget and manage our finances.”
Cynthia Pinkerton
Director of Business Affairs
Sunny Glen Children’s Home
SEE IT WITH YOUR TEAM
Bring your purchasing
under control.
Walk through your budgets, approvals, and reporting needs with us.