This article applies to:
Admins
All Products
Estimated time: Less than 5 mins
About This Article
This article covers how to connect your Quickbooks Online ERP to Vendr.
Why Should You Connect?
Our newly updated Quickbooks Online integration gives you the ability to bring your financial data into Vendr, offering you a comprehensive picture of your organization’s SaaS spend. This data will power our all new Spend Reports so you have a crystal clear view of not only how much you have spend on software, but what you can expect to pay for the duration of a contract.
Installation
Before You Begin
To connect the integration, you'll need to be both:
an administrative user of Vendr
a QuickBooks administrator.
Visit the QuickBooks integration page.
Follow the "Connect QuickBooks" button to begin.
Authorize Vendr to import your QBO payment's data.
Return to Vendr.
Choose which Accounts from your General Ledger that you want to ingest Transactions from.
That's it!
After Installation
Part 1: Verify and Adjust Supplier Mapping
Once the integration is connected, you will be routed to a page that displays the list of Suppliers that Vendr has detected. Suppliers that match our internal catalog will displayed as a match automatically. We suggest verifying a few key suppliers at this point to ensure accuracy in mapping.
Add or remove mapped suppliers matches
1. Use the search bar to find a specific supplier
2. Click the three dots on the right side of the supplier row
3. To add a new match, click Assign to Supplier and search for the supplier you’d like to map
4. To remove a supplier click Ignore Vendor
What happens if a supplier remains unprocessed? This means in your Vendr instance spend reporting will not be available for that specific supplier and it will not be included in any rollup reports. You can go back at any point in time and assign a Vendor to a supplier in Vendr.
Part 2: Exclude GL Accounts from Spend Reports
After mapping suppliers, you will be routed to a page that displays your GL of Accounts. By default, all accounts will be included in your spending reports. We suggest excluding accounts that might contain sensitive data such as payroll.
Exclude accounts from spend
Use the search bar to find specific accounts
Click the checkbox next to the account you would like to exclude
To add an account back simply hit (x) under Excluded accounts
Complete Vendr Configuration
Once you are satisfied with your mapping click Sync Suppliers.
Vendr will only fetch transaction data for Suppliers you select. Wait until synchronizing is complete. This can take several hours depending on the amount of data we’re ingesting.
What's Next?
After the integration has synced completely, visit our Spend Reports page which will now reflect your data.
Mapping a Vendor from a Supplier Page
After you have completed your integration you will be able to retroactively map suppliers to populate the supplier spend report. An unmapped or unprocessed Supplier will look like the following:
To assign the supplier:
Click “Map supplier”
From there you will be presented with the option to search Vendor from your ERP
Select the Vendor you wish to assign it to. Hit “Save”
It will take several moments to populate
TIP
If there is a supplier you are trying to map that isn't in our catalog, you can add a custom supplier from the Suppliers page and then return here to map it.
Un-Installation
Head to the My Integrations page in your account.
Click "Manage" for the integration you wish to remove.
Click the "Remove Integration" button in the top right of the integration details page.
If you'd like to purge all data previously imported, we're happy to help, just contact Support.
Security / Privacy
The QuickBooks integration is purposefully limited to QuickBooks' "Purchases" API - we are unable to, and will never see, any of your revenue information.
Additionally, using the Chart of Accounts filtering capability allows you to restrict the transactions we ingest to only those accounts in your General Ledger that you choose.
This integration is read-only and does not have permission to affect your organization.