Payhawk has launched a set of supplier management functionalities, which enables the exchange of supplier information and details between the Payhawk and QuickBooks Online systems.
The supplier synching option optimizes the time an employee spends on navigating between the two systems and looking for supplier information when paying bills or performing other related activities.
Specifics
When synching suppliers between Payhawk and QuickBooks Online, note the following specifics:
Payhawk will filter out only the suppliers for the specific QuickBooks Online subsidiary.
Payhawk will sync only active suppliers from QuickBooks Online. Inactive suppliers are filtered out.
Payhawk will sync only suppliers with unique names and tax numbers.
If you have suppliers with the same name or tax number, Payhawk will not sync them and will display a warning to inform you. To solve this issue, make sure that all suppliers have unique names and tax numbers, and perform the sync again.
Initially synching suppliers between Payhawk and QuickBooks Online
The initial sync between the Payhawk and QuickBooks Online systems performs the following:
Payhawk imports the list of suppliers from QuickBooks Online.
Payhawk will attempt to map all existing suppliers to the QuickBooks Online suppliers.
Once the mapping finishes, Payhawk will show only the suppliers that are available in QuickBooks Online.
Payhawk will not update previously classified expenses. If a supplier has been selected for an expense before the initial sync, Payhawk will not update the Supplier ID to match the Vendor ID in QuickBooks Online.
Synching supplier fields between Payhawk and QuickBooks Online
Payhawk will sync the supplier fields with the general details of the supplier both ways. For example, if you make an update to a supplier name on Payhawk, Payhawk will sync this information in QuickBooks Online and vice versa.
Adding new suppliers from Payhawk to QuickBooks Online
If you create a supplier in Payhawk, that supplier will be automatically created in QuickBooks Online in real-time by using the data from that field.
QuickBooks Online always requires that each supplier has a defined currency. Therefore, you need to fill out a currency for your suppliers when creating them from Payhawk - corresponding to the Additional > Quickbooks currency field in the following sample screenshot.
Updating supplier data in Payhawk
If the data about a supplier in QuickBooks Online has been updated and you want to update that supplier's data in Payhawk too:
Log in to the Payhawk web platform.
Go to Suppliers. As a result, the Company suppliers page will be shown.
Click on the Company suppliers three dots menu.
Select Update from QuickBooks.
