Accounts Payable Automation Software for Quickbooks


When spreadsheets no longer cut it, Quickbooks is often the first choice for businesses investing in an accounting software. For teams looking to further streamline and scale their AP process, adding MineralTree TotalAP to your QuickBooks workflows can transform your business with end-to-end AP automation.

MineralTree for Quickbooks workflow

 

Get More Out of Quickbooks with TotalAP

TotalAP provides invoice capture, approval, and payment automation workflows, so you can reap the following benefits:

Woman Capturing Invoices

99.5% Accurate Invoice Capture

With MineralTree, your team can code and post invoices faster with less data entry. To confirm that all information is accurate, invoices undergo OCR technological data entry and human review, ensuring 99.5% accuracy.

Invoice approvals

Improve Approval Workflows

Those responsible for approving invoices can do so via email and do not need to login to the Quickbooks system, thereby simplifying approvals in today’s hybrid work environment.

Magnifying Glass

Unlock Full Visibility into Vendor Payments

MineralTree provides full visibility into your vendor payments at all times, even if they have not been processed yet. With MineralTree, you have easy access to all invoices, payment details, and any supporting documentation.

Payment types: ACH, cards, checks

Centralize AP Processes, Despite Payment Type

Traditionally, multiple payment types require separate workflows and multiple integrations. Integrating your ERP with MineralTree’s TotalAP solution enables your team to tackle all payment types in a single workflow with one integration.

Mitigate Risk and Fraudulent Payments

By leveraging MineralTree’s platform, accounting managers gain complete visibility and control over every approved invoice and payment, at every step of the process. Segregation of duties and two-factor authentication further enhance payment security, as does shifting paper check payments to virtual cards.

MineralTree 2-way sync with ERP

Quickbooks Remains the System of Record

Your team has invested in Quickbooks to have a point of record for accounting. All approval and invoice data is continuously synced back from MineralTree into Quickbooks. With MineralTree’s two-way sync, Quickbooks remains accurate and up-to-date, without manual effort.

Invoice error

Quickly Spot Overcharges

MineralTree makes it easier for your team to quickly spot overcharges and eliminate double payments due to duplicate invoices.

Man in front of computer syncing mMineralTree and QuickBooks

Integration with Quickbooks

MineralTree TotalAP supports popular QuickBooks packages, whether you’re using standalone desktop software, a hosted Quickbooks installation, or Quickbooks Online in the cloud. MineralTree supports features critical to QuickBooks users, including 2-way invoice sync and full invoice-to-pay workflow automation. It provides a direct, API-level integration, making it easy to transfer data between Quickbooks and TotalAP.

Supported Sync features include:

  • Single or Multiple Companies
  • Invoice Capture with Item and Expense Coding
  • 2-Way Invoice Sync
  • Expense allocations
  • Payment Account Sync
  • Flexible Approval and Exception Handling Workflows

In addition, the following features are also included in Quickbooks Online:

  • Credits and Discounts Sync
  • Credit application
  • Copy Coding for recurring invoices
  • Unlimited Document Sync
  • Multi-Currency Support for Invoices
  • International Payments

 

Best of all, TotalAP is cloud-based software that connects natively with QuickBooks and stays in sync with your General Ledger, speeding up reconciliation and month-end close.

Schedule a Demo

Wanna know more? Get in touch with our sales team to learn more about how MineralTree integrates with your Quickbooks software.

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What versions of Quickbooks does MineralTree support?

MineralTree supports popular Quickbooks Desktop packages including Pro/Pro Plus, Premier/Premier Plus, and Enterprise. For Quickbooks Online, MineralTree supports Essentials, Plus, and Advanced monthly plans.

Can You Integrate AP invoices into Quickbooks?

Yes, the easiest way to integrate AP invoices is through an AP automation software. With a platform, like MineralTree, you benefit from two-way sync where both systems are updated based on new information. With our platform, you can easily capture invoice information via OCR technology and human review, ensuring 99.5% accuracy.

Does Quickbooks Have AP Automation?

While Quickbooks does have modules that can automate parts of the AP process, an end-to-end automated workflow can only be achieved with the assistance of an AP automation platform. A solution, like MineralTree’s TotalAP, will integrate seamlessly with your ERP system, so that your information remains accurate while making the entire process more efficient.