When exporting invoices to QuickBooks Online, the system can now automatically link the products in that invoice to existing items in the QuickBooks Online system or create new items.
To enable this feature, go to integration plugins and activate this option in the QuickBooks integration settings.
When you exporting an invoice to QuickBooks Online, here is how it works now:
Situation 1: Product SKU already exists in QuickBooks Online
The system assigns the matching product/service item (with SKU) to the line item, instead of using "Integrated Invoice Item" with a description.
Situation 2: Product SKU does not exist in QuickBooks Online
The system checks for an existing QuickBooks Online item with the same name.
If found, it maps to that item (even if it lacks a SKU).
If not found, it creates a new item with these details:
Item Type | Inventory (from EMERGE product), Service (from EMERGE service) |
Qty on Hand (Inventory only) | Current in-stock qty from EMERGE |
As Of Date (Inventory only) | Export date |
SKU | From EMERGE |
Name/Description | From EMERGE |
This automation prevents duplicate products in QuickBooks Online during invoice exports, delivering cleaner records, faster syncing, and eliminating errors.