How to Integrate Circulus with QuickBooks?

Circulus is an accounts payable automation and process outsourcing solution that helps businesses streamline their financial workflows and boost operational efficiency. With its cutting-edge technology and robust features, including automated document routing, automated line item coding, role-based access, business rule automation, and multi-entity support, it enables businesses to save time, reduce errors, and improve accuracy in their financial operations. Additionally, it provides advanced document management capabilities, allowing businesses to efficiently organize and store invoices, receipts, and other relevant financial documents. In this article, we will explain how to integrate Circulus with QuickBooks.

What Are the Advantages of Integrating Circulus with QuickBooks?

These are some of the benefits of integrating Circulus with QuickBooks.

  • Offers detailed audit trails that provide users with a comprehensive record of all activities and transactions within the accounts payable process.
  • Provides robust data validation techniques to ensure that the information entered into the system is accurate, complete, and consistent.
  • Offers role-based dashboards and reporting tools that provide customized views and insights based on the user’s role and responsibilities within the organization.
  • Provides various client-specific document mapping templates and 2-Way, 3-Way, and 4-Way touchless PO matching capabilities.

How to Integrate Circulus with QuickBooks?

Circulus integrates smoothly with QuickBooks Online and QuickBooks Desktop. Explore our simple guide to connect Circulus with QuickBooks Desktop effortlessly.

  • Download and install the QuickBooks Web Connector.
  • Open QuickBooks as an administrator.
  • Locate the company file that you want to integrate with Circulus.
  • Log into your Circulus account.
  • During the Circulus setup, you will be prompted to enter the path to the data file.
  • Once you enter the file path, click on the “Download QWC File” button.
  • Open QuickBooks Web Connector.
  • Click “Add Application” and open the QWC file that you downloaded.
  • An “Authorize New Web Service” will pop up, click “OK.”
  • A QuickBooks certification window will pop up, select “Yes, always; allow access even if QuickBooks is not running.” and click “Continue.”
  • A confirmation window will pop up, select “Done.”
  • Enter the QBWC password and save it.
  • Check the box on the left side of your company name.
  • Finally, click on the “Update Selected” button.

Apps4Rent Can Help with Circulus and QuickBooks Integration

Integrating Circulus and QuickBooks eliminates manual steps and accelerates invoice processing, approval, and payment workflows. However, the integration process between the two solutions is a time-consuming process depending upon the amount of data to be synchronized and can lead to data loss if the process is interrupted due to any technical issues.

As an Intuit Authorized Hosting Provider, Apps4Rent offers QuickBooks hosting services from top-tier SSAE 16 certified data centers located in New York and New Jersey, and with our tools and proven techniques, we can help you integrate Circulus with QuickBooks without any data loss. Contact our QuickBooks support team available 24/7 via phone, chat, and email for any assistance.

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