PARSERGet Started
guidesintegrationsExporting to QuickBooks

PARSER GUIDES

Exporting to QuickBooks

Integrations

Create QuickBooks records from extracted document data

Turn processed documents into expenses, bills, sales invoices, or journal entries in QuickBooks.

Add QuickBooks

1. Open your parser and go to Settings -> Integrations.

2. Under Available Integrations, click QuickBooks.

3. Expand Export to QuickBooks under Added Integrations.

Screenshot placeholderguide-guides-integrations-exporting-to-quickbooks-01-integrations-direct-exports.webpRequired PARSER view: Direct exports showing QuickBooks available and connectedFuture alt text: Direct exports showing QuickBooks available and connected

Connect a QuickBooks company

Click Connect QuickBooks, sign in, choose the company you want to use, and approve the connection. You can connect more than one company and select the correct one for this parser.

Screenshot placeholderguide-guides-integrations-exporting-to-quickbooks-02-quickbooks-connected-company.webpRequired PARSER view: QuickBooks connection completed with a company selectedFuture alt text: QuickBooks connection completed with a company selected

Choose what PARSER should create

Under Select export type, choose:

  • Create an expense
  • Create a bill -- item based
  • Create a bill -- account based
  • Create a sales invoice
  • Create a journal entry

Choose the record that matches your accounting workflow. For example, use an expense for a purchase that was already paid, or a bill when payment is still due.

Screenshot placeholderguide-guides-integrations-exporting-to-quickbooks-03-quickbooks-export-types.webpRequired PARSER view: QuickBooks export type selector showing the five available record typesFuture alt text: QuickBooks export type selector showing the five available record types

Complete the QuickBooks settings

PARSER shows only the accounting settings needed for your selected record type. Choose the requested payment account, accounts payable account, payment type, or other options.

Screenshot placeholderguide-guides-integrations-exporting-to-quickbooks-04-quickbooks-settings.webpRequired PARSER view: QuickBooks settings for an item-based billFuture alt text: QuickBooks settings for an item-based bill

Map the fields

1. Select the parser table that contains line items.

2. Match each QuickBooks record field to a regular PARSER field.

3. Match each QuickBooks line field to a column from the selected table.

4. Complete every mapping marked with an asterisk.

Values such as vendor, customer, product, service, and account names are used to find the corresponding QuickBooks record. Keep those extracted values consistent with the names in QuickBooks.

Screenshot placeholderguide-guides-integrations-exporting-to-quickbooks-05-quickbooks-field-mapping.webpRequired PARSER view: QuickBooks document and line-item field mappingFuture alt text: QuickBooks document and line-item field mapping

Save and check the result

Click Save configuration, then process one test document. Open QuickBooks and confirm that the new record contains the expected company, date, amount, and line items.

When data is sent

New documents use the saved configuration after processing. If a document requires review, the QuickBooks export waits until all required approvals are complete.

If the export fails

  • Confirm that the connected company is still active.
  • Check every required mapping.
  • Make sure mapped vendor, customer, item, and account names identify one matching QuickBooks record.
  • Open the integration again after changing parser fields or table columns and update the mapping.

Next steps

Exporting to DropboxSave each processed document's original file to a Dropbox folderOpen guide → Exporting to Zoho BooksCreate Zoho Books records from extracted document dataOpen guide →