One QuickBooks Connector …

Supports All Customer Requirements

With PivotNexus, each company file is updated with the specific transactions and associated accounting details unique to that customer or company file.  Classes, Allocations, Customer:Job, and Billables are among the types of data that may post to QuickBooks from SAP Concur solutions.

Supports All QuickBooks Applications

PivotNexus supports all QuickBooks products every time:

• QuickBooks Accountant Desktop
• QuickBooks Desktop
• QuickBooks Online
• QuickBooks Online Accountant
• And QuickBooks Desktop applications hosted with third parties such as Right Networks

Supports All QuickBooks Service Delivery Models

PivotNexus supports the QuickBooks models you use. Got both? No problem!

• Use your own QuickBooks entity to manage customer books
• Log into your customer’s QuickBooks application

Multiple Company Files

PivotNexus supports an unlimited number of company files in QuickBooks making it easy to update all your customer books regardless of the number of company files. One PivotNexus connection moves Concur Expense and Concur Invoice data to the right place at the right time.

Configurable Memo Fields for Insightful Reports in QuickBooks

Both the Header Memo and Line Item fields can be mapped using a variety of Concur Expense and Concur Invoice data.

• Header Memo
  Customizing the Header Memo makes for meaningful bills and credit card charges and, since it can be included in in QuickBooks reports,  detail-rich spend documentation for your customers. In the example, the name of the expense report, business purpose, and date the expense report was approved for payment in Concur Expense and Concur Invoice displays. PivotNexus can display most any field that is useful for you and your customer.
• Line Item Memo
  In SAP Concur solutions, each expense has its own line item data – also configurable for QuickBooks. Often customers request the expense type, merchant, and description as shown.

Allocations
Between Customer:Job, Classes, Billable

In Concur Expense and Concur Invoice, a single expense or purchase may be split and allocated between several key fields. The individual allocations post in QuickBooks based on the designation in Concur Expense or Concur Invoice. This $300.00 airfare was split between two Customer:Job selections and two Classes – billable in both cases.

Account Codes with Alternate Account Codes

SAP Concur solutions supports Alternate Account codes for Expense Types. The primary Account Code has an associated Alternate Account Code required for accounting.  This allows spenders to select from a curated list of Expense Types based on the primary expense type and account. The Alternate Account Code is associated automatically with the transaction and posted to QuickBooks.