Overview
The QuickBooks integration enables seamless data exchange between QuickBooks and TrustLayer. With this integration, you can:
Import vendors and customers from QuickBooks into TrustLayer.
Export compliance information from TrustLayer back into QuickBooks.
Data Flow from QuickBooks to TrustLayer
Vendors and customers are imported into TrustLayer through two methods:
1. Manual Import
Users have granular control over how vendors and customers are mapped between QuickBooks and TrustLayer. This process is managed through the integration settings, where users can:
Import a QuickBooks vendor/customer: Add them as a new party in TrustLayer.
Link to an existing TrustLayer party: Match the QuickBooks entity to an existing party in TrustLayer.
Ignore: Mark the QuickBooks entity as “Do not add to TrustLayer,” preventing it from being imported.
2. Automatic Import
If the “Automatically add new QuickBooks parties” option is enabled, any new vendors or customers created in QuickBooks will be automatically added to TrustLayer without user intervention.
Matching Logic
When a vendor or customer is imported into TrustLayer, the system uses the entity’s name for matching:
Exact Match: If an existing TrustLayer party has the same name, the integration will link the two entities rather than creating a duplicate.
No Match: If no matching party is found, a new party will be created in TrustLayer.
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Please refer to this article for more foundational information about setting up and using Quickbooks Integrations.