After you push from Qashio, transactions will be created in QuickBooks using one of two options, depending on your configuration.
Note: The choice of whether to push as a Bill+Payment or Expense is decided at the beginning of the integration - All transactions will then be pushed as a bill or expense.
What data maps across
Supplier/Vendor, Chart of Accounts, Tax Rate, Amount, Transaction Date, and attachments (receipts) are included per your mapping and policy.
Use the Related Records section in QuickBooks to see the connection between bills and payments when using Option 1.
Option 1 — Vendor Bill (with linked Bill Payment)
Qashio creates a Vendor Bill in QuickBooks under the correct company with the transaction date, supplier, amount, and expense account.
Receipts from Qashio are pushed as attachments on the QuickBooks Bill.
Qashio also creates the Bill Payment and links it in QuickBooks via Related Records.
Option 2 — Expense Payment (no Bill)
Qashio can alternatively create an Expense Payment directly (without a vendor bill).
Receipts from Qashio are pushed as attachments on the payment.
