Integrate QuickBooks with Multiplier

To authenticate QuickBooks Online, you need the following information:

• QuickBooks Online username and password

• Obtain the GL Template file provided by Multiplier to map invoice line items

1. Log in to Multiplier using your credentials.

2. From the left sidebar, select Settings > Integrations.

1. Use the search bar in the Integration window to search for QuickBooks. Search results now show QuickBooks. Select QuickBooks Online.

1. In the QuickBooks Online screen, Select Connect.

2. For integrating QuickBooks with Multiplier, you should be an admin. Select I am an admin.

1. In the window that appears, read about the type of read and write access Multiplier is asking for, then select Next.

1. You now need to log in to QuickBooks. Select Open window. It redirects you the the QuickBooks login page.

1. Enter the username and password associated with your QuickBooks Online account to authenticate.

1. Complete the connection. After successful authentication, the window will close, and you will be redirected to the Multiplier platform with a confirmation message indicating the connection was successful.

1. Sync data

• Expense bills will be created in QuickBooks Online against the Multiplier vendor.

• Bills can be mapped to common GLs or department-specific GLs based on your setup.

Configure mapping to ensure the data is synced properly.

1. Prepare for Integration

• Fill in the GL Template file with the required details of GL accounts and their respective invoice line item mappings.

• Filter out irrelevant line items (e.g., EOR customers should only map EOR-specific invoice line items).

• Collaborate with the Multiplier implementation team to finalize the mapping and setup.

1. Set Up Vendor in QuickBooks

• Add Multiplier as a vendor in your QuickBooks instance.

• Provide the details of the vendor setup to the Multiplier team.

1. Define Preferences for Invoice Breakdown

• Map invoice line items to preferred GLs.

• Optionally categorize invoices by department or use common GLs across the company.

1. Monitor and Manage Changes

• Expense bills will be marked as “PAID” in QuickBooks once reconciled on the Multiplier platform.

• Notify the implementation team about any changes to mapped configurations.

• Note that changes made directly in QuickBooks will not reflect on the Multiplier platform.

1. Test and Go Live

• After mapping is completed, the implementation team will perform a test run.

• Once verified, the integration will be marked as live.