GetInvoiceQuickBooks
Automatically create and populate expenses in QuickBooks with GetInvoice.
Overview
GetInvoice can automatically create and populate expenses in QuickBooks, eliminating the need for manual data entry.
See the official GetInvoice page on QuickBooks Marketplace here.
Setting Up the Integration
In GetInvoice, navigate to Settings tab
Click + Add Account on the QuickBooks card, this will trigger the QuickBooks authentication flow
Select your organization and agree to the required permissions
Prerequisites
- An active QuickBooks Online account
- Authorization for GetInvoice to access your QuickBooks organization
How It Works
GetInvoice integrates with QuickBooks to automate your expense management workflow. Our integration streamlines the process of entering receipts, bills, and invoices into QuickBooks while maintaining the security and accuracy of your financial data.
What We Do
GetInvoice performs three main functions with QuickBooks:
Vendor Information
Creates and updates vendor information
Expense Entries
Creates expense entries with full details
Original Receipt Documents
Attaches original receipt documents to expenses
Authentication
- We use QuickBooks' official OAuth 2.0 authentication system
- You explicitly grant permission through QuickBooks' secure login
- GetInvoice never stores your credentials
- You can revoke access at any time through QuickBooks
Once the account is connected, only new invoices will be forwarded to QuickBooks.
Data Flow
When you process an invoice or receipt through GetInvoice:
We extract the document information using AI
We check if the vendor exists in QuickBooks
- If new, we create a vendor profile
- If existing, we use the existing vendor
We match the expense to your chart of accounts:
- We only access expense-type accounts for categorization
- We use 'Uncategorized Expense' as a fallback category
- We look for Credit Card or Bank accounts for payment methods
We create an expense entry with:
- Full transaction details
- Correct currency handling
- Proper categorization
We attach the original document
Currency Handling
- We respect your QuickBooks base currency
- For amounts in different currencies:
- We convert the amount to your base currency
- We maintain original currency information
- We use real-time conversion rates
Security
Data Access
What We Access
- Basic company information
- Chart of accounts
- Vendor list
- Expense transactions
- Account settings (read-only)
We Don't Access
- Sales data
- Customer information
- Employee data
- Banking details
- Other sensitive financial records
Data Creation
Vendor Information
- Business name
- Address (if available)
- Contact details (if available)
- Website (if available)
Expense Entries
- Transaction date
- Amount and currency
- Item descriptions
- Account categorization
- Payment method
- Original receipt attachment
Data Protection
Data Protection
- We don't store your QuickBooks credentials
- We use secure OAuth 2.0 tokens for access
- All data transmission is encrypted
- We follow QuickBooks' security best practices
User Control
- You can disconnect the integration at any time
- You can review all synchronized data in QuickBooks
- You maintain complete control over your account
Limitations
- We can only create expenses in your QuickBooks base currency
- We can't modify existing QuickBooks data
- We can't delete vendor profiles
- We don't sync historical data automatically
- We only access expense-classified accounts for categorization
- For payment methods, we only look for Credit Card and Bank account types
- If no matching expense category is found, entries default to 'Uncategorized Expense'