AP Automation Platform implementation - PO field Sync issues

Gwill62 · ‎May 04, 2023

My company has tried to integrate a number of different AP automation platforms with QBO, currently we are using Beanworks, and have tried others such as Tipalti and Yooz. The Integration works mostly fine, however we consistently have an issue getting the PO number field on our bills to sync between Quickbooks and the other programs. There is a field for the PO in both QBO (it is a custom field) and the other platforms, but for some reason those fields are not able to be mapped to each other. It has come up a few times that QBO is not pushing certain fields into the AP platforms and that is the reason the mapping will not work. I was wondering if anyone has experienced this before, and if there is a way around it or a recommended platform they would suggest? Any assistance would be greatly appreciated!

JamesM4 · ‎May 04, 2023

Hi Gwill62,

Thanks for connecting with us here. It's vital you're able to get the help you need so you can sync your Purchase Orders with ease. QuickBooks is a versatile program that makes it easy to connect your favourite third-party apps such as the one you're using.

That being said, I see you benefiting more by contacting our support team outside of the Community. A specialist will be able to share your screen and help you get the resolution you need in a timely manner. Here are our contact details:

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to keep me posted here. I'll be one message away in case you need anything else.

NOUR2 · ‎May 03, 2024

Hello,

I am facing the same problem as you. kindly share the solution.

Trish_T · ‎May 03, 2024

Hi NOUR2,

Thanks for joining us here. Syncing data to QuickBooks Online depends on the 3rd party application you're using and how it receives data. For this reason, I suggest contacting the app provider so they can ensure your data will synchronize seamlessly with QuickBooks Online.

If you have any other questions, feel free to reach back out. We would be happy to help!

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AP Automation Platform implementation - PO field Sync issues