Sync Accounts, Vendors, Expenses and Invoices to QuickBooks

Sync Accounts, Vendors, Expenses and Invoices to QuickBooks

Accounts, vendors, expenses and invoices can be synced from Avianis to QuickBooks (but not the other direction). Here is a list of the data points that will transfer to QuickBooks for each.

Accounts

  • Account Name

  • Address

  • Email

  • Work Phone

  • Fax

Vendors

  • Vendor Name

  • Address

  • Email

  • Work Phone

  • Fax

  • Toll Free

  • Website

  • Account Number

  • Billing Contact (If vendor contact is designated billing role)

Expenses
To sync expenses to QuickBooks, the expense categories need to be tied to existing chart of accounts. Read Integrations: QuickBooks Online in Avianis to understand more on associating expense categories and accounts. Note: Attached receipts do not sync to QB.

  • Account name from trip the expenses is tied to

  • Payable to

  • Payable with

  • Amount 

  • Payment Data

Invoices
To sync invoices to QuickBookes, line item types must be tied to existing products and services. Read Integrations: QuickBooks Online in Avianis to understand more on associating line item types to products and services. QB is not accepting the "Taxes" value from the Avianis invoice. To add the taxes into the invoice on the QB side, add an additional line item to your QB invoice. Payment applied to the QB invoice will reflect on the Avianis invoice. 

  • Account 

  • Billing Address

  • Invoice Date

  • Due Date

  • Line Items
         Type = Product/Service
         Description
         Quantity
         Amounts

Sync accounts, vendors, expenses and invoices

  1. Access the account, vendor, expenses or invoice record you want to sync.

  2. Click on the green QuickBooks icon in the top right corner of the page

  3. An additional pop up opens. Click "Sync".

Ref: I-Q02

    • Related Articles

    • Integrations: QuickBooks Online

      The version must be Plus. The integration does not support Essentials or Simple Start. Setup Checklist: Authenticate Provide applicable users access Map cash account, expense class, expense location, invoice class, invoice location and designate ...

    • Invoice Billable Expenses

      This article will cover how to: invoice expenses; and review billed expenses. INVOICE EXPENSES Before you can invoice billable expenses, you must first set up in which statuses will be available for invoice (open, submitted, approved). Review where ...

    • Mobile App: My Expenses

      Easily create general, aircraft and trip expenses. This guide outlines: how to create a general expense; and an aircraft expense; and a trip expense; and filter by expense type __________________________________________________________________ Input ...

    • Adding expenses (trip, general or aircraft types)

      Adding general, aircraft, and trip-related expenses to Avianis allows for full expense tracking, reconciliation, and reporting. There are two ways to add trip-related expenses to Avianis. The first way is to access the related trip from the Trips ...

    • Create expenses, expense report and submit the report

      After expense policies are created and approvers are set, users are able to create expense reports and submit the reports for approval. This article will cover how to: create expenses; and add expenses to an expense report; and submit an expense ...