Is the integration between Yooz and QuickBooks Online native?

Yes. Yooz integrates directly with QuickBooks Online through API-based connectivity, enabling automated and structured data exchanges.

What data is synchronised between Yooz and QuickBooks Online?

Master data such as chart of accounts, suppliers, items and tax profiles, as well as transactional data including invoices, accounting entries and payment status updates.

How are purchase order invoices handled?

Yooz supports automated 2-way and 3-way matching, enabling invoice verification against purchase orders before approval.

Can I track invoice processing status?

Yes. Yooz provides visibility into invoice status throughout the process, including invoices waiting for payment and payment confirmation via feedback from QuickBooks Online.

How are invoices prepared for payment?

Once approved in Yooz, invoices are transferred to QuickBooks Online with a clear ‘ready for payment’ status, ensuring a structured hand-off to the payment process.

Are accounting entries transferred automatically?

Yes. Accounting data is prepared in Yooz and automatically transferred to QuickBooks Online after validation.

Does Yooz manage payments in this integration?

No. Payments are managed within QuickBooks Online. Yooz provides visibility and tracks payment status through feedback from the ERP.

Automate your entire process with Yooz and QuickBooks Online: from invoice receipt to payment

Yooz integrates seamlessly with QuickBooks Online to automate supplier invoice processing and bring structure to your Accounts Payable workflows. The integration relies on API-based connectivity and automated bi-directional data flows between both systems.

Yooz manages invoice capture, processing, accounting preparation and approval workflows, while QuickBooks Online remains the financial system of record and supports payment tracking through status feedback.

This structured collaboration eliminates manual handoffs and provides full visibility from invoice receipt through to payment.

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Why connect QuickBooks Online to Yooz?

Without integration, invoice processes remain fragmented, manual and difficult to track. Connecting QuickBooks Online to Yooz introduces a structured automation layer that simplifies and secures the entire process, from invoice receipt to approval and payment tracking.

Key benefits :

Faster invoice processing and reduced approval cycle times

Elimination of manual data entry and improved accounting accuracy

Stronger control through automated PO matching (2-way and 3-way) and approval workflows

Clear and structured hand-off of invoices ready for payment

Increased visibility with real-time insight into invoices awaiting payment

In addition, Yooz enhances transparency by embedding invoice images directly within QuickBooks Online, ensuring immediate access to source documents for audit and control purposes.

How does the integration work?

Yooz automates and manages the invoice workflow, while QuickBooks Online ensures accounting consistency and payment tracking. The integration is driven by continuous data synchronisation and clear invoice statuses, from initial capture to payment confirmation.

Reference data synchronisation

Yooz and QuickBooks Online exchange key master data such as chart of accounts, suppliers, items, tax profiles and other accounting dimensions. This ensures consistency between the automation layer and the accounting environment.

Invoice capture & intake

Invoices are captured through multiple channels, including scan, email and SFTP. This multi-channel approach ensures all incoming invoices are centralised and ready for processing within Yooz.

Automated accounting preparation

Yooz automatically prepares the accounting record based on captured invoice data. This step structures invoice information before it is transferred into QuickBooks Online.

Controls & approval workflow

Invoices are routed through configurable approval workflows. Automated checks, including PO matching (2-way and 3-way), ensure invoices are accurate before being marked as ready for payment.

Export to QuickBooks Online

Once approved, invoices and accounting data are transferred automatically to QuickBooks Online via API integration. The invoice is then recorded and marked as ready for payment within the ERP.

Payment tracking & feedback

Payment status is managed within QuickBooks Online and automatically fed back into Yooz. This enables teams to track invoices from approval through to final payment, ensuring complete visibility across the process.

The integration also supports remittance exports from Yooz to QuickBooks Online, helping ensure a structured and reliable transition from invoice approval to payment processing.

Connectivity & integration framework

QuickBooks Online

The integration relies on API-based connectivity between Yooz and QuickBooks Online, enabling structured and automated exchanges of:

Accounting entries
Invoice records
Purchasing data and purchase orders
Remittance export
Master data such as chart of accounts, classes, customers, departments, employees, items, tax profiles and suppliers
Payment status updates

This bi-directional flow ensures that both systems remain synchronised at all times, with Yooz acting as the automation layer and QuickBooks Online as the system of record.

QuickBooks Online resources

Automating your Invoices with QuickBooks Online

Blog – Automating your Invoices in QuickBooks Online

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FAQ

Is the integration between Yooz and QuickBooks Online native?
Yes. Yooz integrates directly with QuickBooks Online through API-based connectivity, enabling automated and structured data exchanges.
What data is synchronised between Yooz and QuickBooks Online?
Master data such as chart of accounts, suppliers, items and tax profiles, as well as transactional data including invoices, accounting entries and payment status updates.
How are purchase order invoices handled?
Yooz supports automated 2-way and 3-way matching, enabling invoice verification against purchase orders before approval.
Can I track invoice processing status?
Yes. Yooz provides visibility into invoice status throughout the process, including invoices waiting for payment and payment confirmation via feedback from QuickBooks Online.
How are invoices prepared for payment?
Once approved in Yooz, invoices are transferred to QuickBooks Online with a clear ‘ready for payment’ status, ensuring a structured hand-off to the payment process.
Are accounting entries transferred automatically?
Yes. Accounting data is prepared in Yooz and automatically transferred to QuickBooks Online after validation.
Does Yooz manage payments in this integration?
No. Payments are managed within QuickBooks Online. Yooz provides visibility and tracks payment status through feedback from the ERP.