The updated QuickBooks Online (QBO) integration in Ply is designed to streamline your workflow by syncing items, suppliers, and purchase orders between both systems. This helps eliminate manual entry and reduce the chances of errors.
Here’s what you can do with the integration:
✅ Connect QuickBooks Online to Ply
- Go to Settings > Integrations.
- Under Accounting Software, click Connect Now (or Reauthorize if you’ve connected before).
- You’ll be redirected to the QuickBooks App Store. Select your QBO company and authorize access.
- Once connected, you’ll see accounting settings available in Ply.
- Set a default warehouse for synced items.
- Choose whether or not to sync quantity data to a specific warehouse.
🛒 Syncing Purchase Orders
- Create a new PO in Ply by clicking Create > Purchase Order.
- Select your supplier, job, and ship-to location.
- Add required items and quantities, then click Create & Send.
- Within a few seconds, the PO will appear in QuickBooks > Vendors.
- You can reconcile it however you'd like within QuickBooks.
📦 Syncing Items & Suppliers
- Items created in QuickBooks will sync to your Ply Catalog (and vice versa).
- Supplier records in QBO will also sync with Ply automatically.
- If you edit a product name in QBO, that change will sync to Ply in real time.
- Synced items are marked with a QuickBooks logo inside Ply.
🔄 Bidirectional Syncing
- The integration supports two-way syncing for suppliers and items.
- Changes made in either platform reflect in the other to keep everything aligned.
👀 Coming Soon
This is just the start—more features are on the way! If you have feedback or feature requests, we’d love to hear from you.