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Integrations, QuickBooks

PrepVia charges paid by card in the app, recorded in your QuickBooks

Connect your QuickBooks company in the PrepVia app, and each PrepVia charge you pay by card in the app goes into your QuickBooks books. The connection works one way, from PrepVia to QuickBooks: PrepVia records its own charges and does not read your books.

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What the integration does

  • PrepVia charges in your books

    Each PrepVia charge you pay by card in the PrepVia app is recorded in your QuickBooks company as a bill from PrepVia.

  • One way only

    PrepVia writes its own charges to QuickBooks. It does not read your books.

  • Your company, your approval

    You approve the connection with Intuit, and you can disconnect it in the PrepVia app.

How to use it

  1. Step 1

    Open QuickBooks in the app

    Log in to the PrepVia app and open QuickBooks in your account.

  2. Step 2

    Connect to QuickBooks

    Choose Connect to QuickBooks and approve the connection with Intuit.

  3. Step 3

    Pay by card in the app

    From then on, the PrepVia charges you pay by card in the app go into your books.

See how it works with your products

Pricing is quoted per account on a free 15-minute call.

QuickBooks at a glance

Direction
One way, from PrepVia to QuickBooks
What goes in
The PrepVia charges you pay by card in the PrepVia app, from the day you connect, as bills from PrepVia
Companies
One QuickBooks company per PrepVia account
Where
PrepVia app, Account, QuickBooks

See how PrepVia pricing works.

Every integration is on the integrations page.

Questions about the QuickBooks integration

What does the QuickBooks integration send to my books?

The PrepVia charges you pay by card in the PrepVia app, from the day you connect, recorded as bills from PrepVia. Charges paid before you connect are not sent, and neither is a charge paid by wire.

Does PrepVia read my QuickBooks books?

No. The connection works one way: PrepVia records its own charges in your QuickBooks company and does not read your books.

Can I disconnect QuickBooks?

Yes. The QuickBooks page of the PrepVia app shows the connected company and a Disconnect button.

Tell us where you sell and your monthly units. We will quote your account.

Pricing is quoted per account on a free 15-minute call.