Import and Export Data
When integrating Entryless with QuickBooks Online, Entryless imports the following information from QuickBooks Online:
- Historical bill data
- Chart of Accounts
- List of Suppliers
- Tax Rates
In turn, Entryless captures and exports the following data into QuickBooks Online:
- Bill Number
- PO Number
- Supplier Name
- Due Date
- Expense Account
While most data import and export is only one-way between Entryless and QuickBooks Online, supplier information is a two-way synchronization. New suppliers can be added in QuickBooks Online and synced to Entryless, and new suppliers added through Entryless will sync to QuickBooks Online.
If you imported all your suppliers from QuickBooks Online to Entryless during the setup process, any new suppliers you later create in Entryless will be automatically synced to Quickbooks online as a new vendor when you perform your next sync. Likewise, if you create a new vendor in Quickbooks Online, a new supplier will be created in Entryless when you perform your normal sync.
when a new supplier is created in Entryless, it will automatically be synced to QuickBooks Online as a type of supplier in the contacts section of QuickBooks Online. Suppliers created in Entryless will be synced with QuickBooks Online when you perform your normal bill synchronization process. Similarly, suppliers created within QuickBooks Online will be synced to Entryless when you perform your normal bill synchronization process.
When you set up tax rates within QuickBooks Online for taxes like state or local sales taxes, VAT, or GST, Entryless replicates the tax categories you defined. Entryless imports tax settings when you import your Chart of Accounts from QuickBooks Online to Entryless. They are attached to Entryless in a specific general ledger (GL) expense account.
When selecting a GL expense account, tax rate settings are applied automatically and are handled at the line item level if there are multiple expense accounts created for a variety of taxes.
If you are managing multiple companies through Entryless and QuickBooks Online, Entryless synchronizes each company separately. Entryless stores unique supplier lists, tax settings, Chart of Accounts, and so on for each company. This allows you to easily manage all your bills for all your companies in a single place. For more information about how Entryless helps you manage multiple companies, see Managing Multiple Companies.
Figure 1 - Multiple taxes can be handled in a single bill.
If there is a difference between the tax rate settings imported to Entryless from QuickBooks Online and the tax amounts displayed on the line item of a particular bill, Entryless will alert you to the mismatch. If this happens, you can either:
- Apply the tax rates defined in QuickBooks Online, which will change the bill amount in Entryless to match your defined tax settings, or
- Accept the tax amount(s) on the specific bill, which will override the default tax settings that would normally be applied to the bill.