Overview

Our QuickBooks Online integration supports the ability to export the following

  • Accounts Payable (Bills & Credits)

  • Journal Entry (Cost of Goods Sold, Manual Adjustments, Physical Inventories and Transfers)

Sync Approach

Coming soon

Sync Frequency

The sync is scheduled to run one time daily

Configuration Options

The following configurations are not supported:

1. One instance of QuickBooks online configured to two Yellow Dog Databases

2. Two Instances of QuickBooks online configured to a single Yellow Dog Database

We only support one Yellow Dog Database to a single Instance of Quickbooks Online.


This integration can be configured to export

  1. Only Unpaid Invoices

  2. Both Unpaid and Paid Invoices

Requirements

Coming soon

Responsibilities

Coming Soon

  Limitations

  1. QBO does not respect Transaction Days so if a customer deploys QBO with existing transactions, all will be exported.

  2. When using EDIs for Return to Vendor documents, “Payment Due” is not supported

  3. If QBO runs into an error, no transactions will import until resolved.

  4. There is no ability to rexport transactions except for Invoices and Return to Vendors.

  5. If you create an invoice in Yellow Dog with a negative value, it will show as a positive value in QBO OR you must distribute negative expenses in the invoice.

  6. QBO will not allow us to send the same invoice number for a different vendor. Recommendation is to use a YD generated prefix to ensure the invoice number is unique. (1/2/2024)

  7. Prepaid invoices will never be sent to QuickBooks Online