Saturation offers a powerful integration with QuickBooks Online (QBO) that allows you to synchronize your budgeting and expense management data seamlessly. This integration streamlines your financial processes by automatically syncing transactions, categories, projects, contacts, and attachments between Saturation and QuickBooks Online.
Overview of the Integration
The Saturation-QuickBooks integration allows you to sync:
Transactions from your Saturation financial account
Categories mapped to QuickBooks expense accounts
Projects with QuickBooks projects
Contacts with QuickBooks vendors
Transaction attachments
Connecting Saturation to QuickBooks Online
To set up the integration:
Navigate to the Integrations section in Saturation
Click on QuickBooks
Click the "Login" button to enable the integration
You will be prompted to log in to your QBO account
Sign in and authorize the integration
Configuration Options
Once connected, you'll be presented with several configuration options:
1. Financial Account Sync
Link your Saturation financial account to an existing QuickBooks bank account or add it as a new account
Select a default account for uncategorized expenses
2. Category Sync
Map Saturation categories to QuickBooks expense accounts
Option to use a template or project to populate mappings quickly
Note: For most effective use, try to stick to one template or chart of accounts for all projects
3. Project Sync
Sync Saturation projects with QuickBooks projects or classes
4. Contact Sync
Sync Saturation contacts as QuickBooks vendors
5. Attachment Sync
Toggle on/off the syncing of transaction attachments to QuickBooks
Benefits of the Integration
When properly configured, this integration can:
Streamline all transaction data from your Saturation projects to automatically update in QuickBooks
Ensure consistency between your project budgets and accounting records
Save time by eliminating manual data entry and reducing errors
Provide a more comprehensive view of your financial data across both platforms
Best Practices
Consistent Categories: Try to maintain a consistent chart of accounts or template across all projects for easier mapping and syncing
Regular Checks: Periodically review the synced data to ensure accuracy
Use Attachments: Take advantage of the attachment sync feature for comprehensive record-keeping
By leveraging the QuickBooks Online integration with Saturation, you can significantly improve your financial workflow, ensuring that your budgeting and accounting data are always in sync and up-to-date.