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
Sync Settings
In the QuickBooks integration settings, configure your sync preferences:
Automatic GL code syncing: When enabled, transactions sync automatically to QuickBooks
Manual syncing: Transactions remain uncategorized until finalized in the Accounting section
Accounting Management
The Accounting table (Workflows > Accounting) provides transaction management for users with admin or accountant access:
Review transactions before QuickBooks syncing
Finalize transactions to lock GL codes
Bulk edit transaction details:
Contacts
Projects
Categories
QuickBooks GL codes
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 transaction data flow between Saturation and QuickBooks
Maintain consistency between project budgets and accounting records
Reduce manual data entry and errors
Access comprehensive financial data across both platforms
Best Practices
Consistent Categories: Maintain a consistent chart of accounts or template across projects
Regular Checks: Review synced data to ensure accuracy
Use Attachments: Attach relevant documents for comprehensive record-keeping
Transaction Review: Review transactions in the Accounting table before syncing
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.