Ottimate Integration with QuickBooks

AP Automation for QuickBooks

Real-time invoice data sync, mapped to your QuickBooks chart of accounts
Stay close to source documentation: every QuickBooks record is linked to Ottimate and includes PDFs of invoice, ACH, and check scans
Capture invoice data down to the line item

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AP Automation for QuickBooks Ottimate AI

AP Automation for QuickBooks Keeps Your Data Updated in Real Time

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Chart showing how intuit quickbooks and ottimate integrate and talk

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Spend 80% Less Time on AP

Close The Books Quicker with AP Automation

Custom Approval Workflows
VendorPay & Spend Management
Codes to the level you need
Straightforward Payment Automation (VendorPay)
GL/Line Item Export
2-and-3-way PO match
Unlimited Invoice Storage
99.7% Line-Item Accuracy
Always-synced with QuickBooks

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Connected via API Integration

How It Works

Ottimate connects directly with QuickBooks in a single click
Plug in your existing applications from QuickBooks to assist with other important tasks
Invoices are processed and GL-coded automatically and synced to QuickBooks along with payment information so books are closed faster

FAQs

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Otti for Every Industry

Industry-Specific AP Automation for QuickBooks

All companies in all industries have to do AP.
But no AP process is identical. The Ottimate AI fits into your unique industry dynamic – and works overtime so you don’t have to.

Your Industry

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The AP Integration Everyone Will Love

Built to Work Together

Work better with your teams from a single source of truth no matter where you are. Choose your role to learn more;

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Hear From a QuickBooks Customer

Ottimate’s integration with QuickBooks actually works. It syncs instantly. I’m not spending the hours that I did with other platforms on sync issues. The workflow for clients who needed to approve their invoices got much easier. Once invoices flowed into Ottimate, all they would do was log in, approve any invoices in the queue, and let us take care of bill payment. Ottimate also transcribes invoices in greater detail than other platforms — at the line level instead of only header information.”

Jessica Glenn

Bookkeeper, Books to Go

Frequently Asked Questions

How does Ottimate sync with QuickBooks for invoice management?

Ottimate seamlessly integrates with QuickBooks, automatically syncing invoice data and payments, ensuring real-time financial insights and streamlined AP processes.

Which industries does Ottimate for QuickBooks support?

Our features are fit for every industry; thoughtfully built to suit specific needs.
To see how we work for yours, click here.

Can Ottimate handle QuickBooks’ multi-currency transactions?

Yes, Ottimate’s integration with QuickBooks supports multi-currency transactions, allowing for efficient management of global invoices.

Is the Ottimate integration with QuickBooks secure?

Absolutely. Ottimate uses secure, encrypted connections to integrate with QuickBooks, ensuring your financial data’s safety and confidentiality.

What QuickBooks versions are supported?

We support QuickBooks Online and integration with QuickBooks Desktop 2018 and above.

What key details sync between QuickBooks and Ottimate?

Details synced include vendors, items, invoices, payments, and all associated line-item details at the general ledger level.

How long does implementation take?

We target 2-4 weeks from the start of implementation to live use of the QuickBooks integration.

Can I automate exporting and importing data?

With our API-based integration, everything is automated. No need to manually export and import files.

Is any coding required on my end?

No custom coding necessary. Our flexible API handles data syncing automatically behind the scenes.

Ready to Spend Less Time on QuickBooks AP?

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