Sending receipts from ProcureDesk to QuickBooks Desktop ensures all transactions are accurately recorded and kept in sync. Follow the steps below to complete the process smoothly.
Note: It is not possible to sync both receipts and invoices to QuickBooks Enterprise/Online, only one of these can be synced.
Prerequisites
You must have Admin access on ProcureDesk.
Step-by-Step Instructions
Switch to Admin.
Navigate to the Configurations > Company Settings.
Click on QuickBooks.
Select Send Receipts to QuickBooks to initiate the sync of receipts.
FAQs
Can I manually send receipts without this process?
No, receipts must be sent through the configuration settings to sync properly with QuickBooks Desktop.
How long does it take for the receipts to appear in QuickBooks Desktop?
The sync is typically immediate but may take a few minutes depending on the system load.