ION to Quickbooks

Follow the instructions below to automatically sync data between ION and QuickBooks:

1

Create a Quickbooks integration

First, connect to Quickbooks and create an integration (full instructions here).

2

Connect ION

Next, connect ION or ION Gov (full instructions here).

3

Configure ION integration and Quickbooks sync

Once you are connected to ION, configure your data fetch (data coming into Violet), including:

• the types of data you want to fetch (make sure to select Purchase Orders)

• how often data should be fetched (scheduled vs. event-driven)

Last, configure your data sync to Quickbooks (data that is synced to Quickbooks), including:

• how often you want data to be synced

• allowable times for data to be synced (for example, only sync outside of business hours)

• any specific rules for what should be synced (for example, by release status)

• any custom fields or attributes