ION Factory OS

Quickbooks Online

Integrate Purchase Orders, Parts, and Suppliers from ION to Quickbooks Online (QBO)
Please contact your First representative or [email protected] for details on activating the Quickbooks integration. Once activated, use the Set Up below for instructions on how to deploy this integration.
Sync ION purchase order details to Quickbooks where your accounting and finance teams can digest the data. Accurate bookkeeping allows leaders to track where spending is occurring in order to better direct their business towards success.
Demo of Quickbooks Integrations
When a purchase in ION is set to 'Ordered', this will send changes to Quickbooks. The Quickbooks purchase order document number will match the ION purchase order ID so you can always match purchases across both systems. Below are the data fields that are being sent from ION to QBO.
  • Part Number
  • Purchase Order Line Unit Cost
  • Purchase Order Line Total Cost
  • Purchase Order Line Quantity
  • Purchase Order Line Description
  • Purchase Order Line Expense Account (As Required)
  • Purchase Order Line Class (As Required)
  • Purchase Order ID
  • Purchase Order Fee Name and Value
  • Purchase Order Currency
  • Purchase Order Shipping Address
  • Purchase Order Supplier
A purchase line is set to an Quickbooks item if no expense code is specified. If an expense code is specified, than a categorized purchase line is created on the Quickbooks purchase order.
In addition to purchase orders being synced, parts are created in QBO as inventoried items if they are created or updated in ION.
Please keep in mind that as an organization, you will need to ensure that your expense codes, classes and suppliers will need to be kept in sync manually. This integration will handle errors and inform you when data is out of sync (i.e. an expense code exists in ION and not in QBO).

Set Up

  1. 1.
    Navigate to the Integrations page designated by the two arrows in the bottom lefthand corner of your screen.
    Select Integrations in the Bottom Left Hand Corner
  2. 2.
    Select the Quickbooks integration instance from the marketplace, and hit Configure.
  3. 3.
    Add your ION API credentials. You can find documentation on API credentials here API Keys
    • IMPORTANT: Each API Key is associated with a specific environment, be sure to generate the API keys from the correct environment and configure the automation to the designated environment.
      Set your Environment According to Where the API Keys were Generated
  4. 4.
    Connect with Quickbooks and choose the company in Quickbooks Online to deploy this integration. An Quickbooks Online admin will be required to download the application.
  5. 5.
    Type in your Accounts Payable ID number from Quickbooks. You can find this by navigating to your Chart of Accounts, finding your Accounts Payable account, and recording the ID in the URL. In the example below, the Accounts Payable ID is 33.
    The Accounts Payable ID is 33