If your business runs on QuickBooks Online, your invoice and payment data must end up in your books as part of the accounts payable cycle. While you may already be automating invoice payments through Fintech, you are missing out on added efficiencies if you are still manually entering each invoice into QuickBooks Online. Fintech’s native QuickBooks Online integration closes that gap, automatically syncing your invoice data by location, vendor, and category in a single connected experience managed entirely through the Fintech Portal. With daily sync emails, you’ll know what reached your books and what didn’t, without logging in.
What’s New
Fintech has launched a native QuickBooks Online API integration built directly into the Fintech Portal. This creates a single, Fintech-managed connection for invoice data sync today, with more account management capabilities on the way. Vendor setup, location management, and invoice history all run through the same platform you already use for automated invoice payments.
What is an API? API stands for application programming interface and essentially allows two different electronic systems to exchange data with one another. In this case, the QuickBooks Online API enables Fintech to connect with your QBO platform to send clean invoice data.
Explore our glossary to learn more industry-related terms.
Stay Informed With Daily Sync Emails
Fintech’s QuickBooks Online integration sends automatic email notifications about your daily sync activity. You don’t need to turn anything on or log in to check sync status.
Depending on your invoice activity, you may receive up to two emails each business day:
- Daily Invoice Sync Summary: A summary of the invoices that synced to QuickBooks Online that day, so you can confirm your records are up to date.
- Invoice Exception Notice: A list of invoices that couldn’t sync to QuickBooks Online, so you can find and fix issues quickly.
Most exceptions trace back to a setup gap. For example, an expense account without a GL code assignment, a vendor without a mapping, or a location not yet configured in the integration.
How It Works
Setup happens once in the Fintech Portal:
- Authenticate your QuickBooks Online account: You will be prompted to log into your QBO account so Fintech can connect
- Assign values from the dropdown provided: Once connected, you can assign values for each row displayed in the Accounts (GL codes), Vendors, and Locations tabs
- Let it run: Machine learning applies the right GL codes to your categories and the right values for each vendor and location to future invoices automatically
The process runs on its own once fully set up. When a vendor sends an invoice for payment, Fintech ingests it, standardizes the data, applies the correct GL code, and delivers clean invoice data to QuickBooks Online every evening, Monday through Friday.
New vendors, locations, and GL codes added in the Fintech Portal are reflected in QuickBooks Online in real time, so your setup stays aligned without double entry.
Fintech also provides expert support services for assistance with setting up the QuickBooks Online integration.
Why It Matters
- Single platform, fewer logins: Manage vendor setup and QuickBooks Online invoice data sync from the same place you already use for automated invoice payments.
- Real-time alignment: New vendors, locations, and GL codes stay in sync between the Fintech Portal and QBO as you add them, giving you a current view instead of waiting on the next data delivery to catch up.
- Proactive visibility: Daily summary and exception emails tell you what synced and what needs attention, so you never have to go looking.
- One place for research: With invoice and payment data coming from the same source, your team can look up history without checking multiple systems.
- Built for how you already work: This integration works for all the invoice data you are processing through Fintech today, including alcohol invoices or any other invoices for goods or suppliers you are purchasing for your business.
Frequently Asked Questions
How often does invoice data sync to QuickBooks Online from Fintech?
Fintech delivers standardized, GL-coded invoice data to QuickBooks Online every evening, Monday through Friday. Changes to vendors, locations, and GL codes in the Fintech Portal sync in real time, so your mappings stay current between deliveries.
How do I set up the QuickBooks Online integration?
Setup happens once in the Fintech Portal. You log into your QuickBooks Online account to authenticate the connection, then assign values from the dropdowns on the Accounts (GL codes), Vendors, and Locations tabs. Fintech’s support team can help with setup.
How will I know if my invoices synced to QuickBooks Online?
On days with invoice activity, you’ll receive a Daily Invoice Sync Summary email listing the invoices that synced to QuickBooks Online. The emails start automatically, with no setup required.
What happens if an invoice doesn’t sync to QuickBooks Online?
You’ll receive an Invoice Exception Notice email identifying the invoice. Common causes include a missing GL code assignment for an expense account, a missing vendor mapping, or an unconfigured location in the integration.
Do I need to assign GL codes to every new invoice?
No. Once your mappings are in place, machine learning applies the right GL codes, vendor values, and location values to future invoices automatically. New vendors, locations, and GL codes you add in the Fintech Portal are reflected in QuickBooks Online in real time.
Which invoices does the integration cover?
The integration covers all invoice data you process through Fintech. That includes alcohol invoices and invoices for any other goods or supplies you purchase for your business.
The Bottom Line
Keeping invoice records in QuickBooks Online shouldn’t require juggling extra logins or waiting on data to catch up. With Fintech’s native QuickBooks Online integration, all vendor, location, and GL code information stays aligned automatically. Set it up once, and daily sync emails keep you informed while the day-to-day runs itself, giving you one trusted source for payments and bookkeeping.
Ready to connect your QuickBooks Online account? Fill out a form and a Fintech expert will get in touch.
