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“What Rillion provides is great for what I need, and it has all the tools that I need in order to process all invoices and get them approved in line with my project managers and my account payables.”
Find out how the Rillion QuickBooks Desktop integration can make your job easier!
Stop hand-keying invoice data into QuickBooks. Rillion’s accounts payable solution takes care of that for you.
Approvers approve their invoices on smartphones or laptops 24/7.
Invoices are sent to QuickBooks Desktop for payment once they are processed and approved.
Search for any word or number on an invoice, no matter where the words or numbers are located.
Rillion’s AP automation for QuickBooks Desktop learns how to code your invoices to improve your accounts payable workflows.
The setup of our QuickBooks Desktop integration with Rillion happens quickly. Be up and running with automated AP in few weeks.
Rillion automates vendor payments and speeds up accounts payable workflows in QuickBooks Desktop by:
When you use an accounts payable software compatible with QuickBooks, you can eliminate:
Rillion’s dashboard provides real-time reporting on all your accounts payable. You can:
What QuickBooks Desktop versions are supported by Rillion?
The integration supports Premier, Enterprise, and Pro versions of QBD. QuickBooks Desktop 2015 or newer versions are supported.
What lists can I import from QuickBooks Desktop into Rillion’s AP solution?
Rillion imports the following lists from your instance of QBD: vendors, GL accounts, currencies, service & non-inventory items, classes, customers, and jobs.
How does Rillion sync functionality work for QuickBooks Desktop?
Rillion uses its own proprietary integration module named Connect to integrate to various ERP platforms. The Connect integration module in this instance has been designed to work together with the Rillion Connect Portal (RCP) and the standard QuickBooks Desktop WebConnect 2.0 (QBD WC2) integration module that can be downloaded by the customer on the same machine where they have QBD installed. It allows the integration to be quickly deployed from within QBD.
Can I export the invoice image from Rillion to Quickbooks Desptop?
Unfortunately, Intuit’s QBD SDK does not support transferring image files with invoice data. It is possible for us however to create a link to the invoice in Rillion which imports into QuickBooks so you can quickly reference the invoice.
Does Rillion support QuickBooks Desktop taxes?
Yes, we’ll post taxes as invoice lines on the bill synced to QuickBooks Desktop.
How do I manage my business deals with multi-currency in Rillion?
At the invoice level, multi-currency is managed in QuickBooks by vendor. The same is true within Rillion.
I have multiple QuickBooks Desktop company files, can I connect each to Rillion?
Yes, you can connect each of your QuickBooks Desktop company files to your Rillion account. Rillion offers a multi entity experience so that you can view invoices and payments from multiple entities in a single consolidated view.
How do I handle invoice approvals when the approver is on vacation?
Rillion allows a user to designate a substitute who can process their invoices and approvals. This means that Invoice Administrators don’t need to change any settings in the approval flows; the invoices will simply be sent to user as usual, but also to the substitute.
What should I do when an approver is no longer working with my company and there are Invoices waiting for their approval?
Invoice Administrators can replace an approver on an invoice with another approver so that the invoices can continue on their approval workflow. They can also permanently deactivate the approver so that they can no longer access Rillion.
What is AP Automation?
AP Automation (Accounts Payable Automation) automates the capture of bill (vendor invoice) data so you don’t have to manually key the information into QuickBooks Desktop, automates the approval workflow, and creates a searchable invoice archive in the cloud so you can find a current or paid invoice fast.
How do accounts payable workflows in QuickBooks Desktop work?
Accounts payable workflows include the full process of receiving, administrating, approving and finally paying vendor invoices. QuickBooks Desktop offer two different workflows for vendor invoices:
1. Invoices that have a purchase order
2. Invoices that don’t have a purchase order, “cost invoices”
In both cases, the vendor invoice data has to be registered manually in Quickbooks Desktop.
With a modern accounts payable automation software, invoice data is automatically captured, invoices are routed to the right approver and the invoice approval process is digitized. The approver can sign an invoice on the computer or mobile phone.
How do I reach you for Rillion’s support?
Rillion has a support ticket system for all of your queries as well as a customer Activation Team that helps you set up and checks in within 30 days to see how the integration is working for you.
When will QuickBooks Desktop be discontinued?
QuickBooks will be discontinuing QuickBooks Desktop Payroll Services, Live Support, Online Backup, Online Banking, and many other services available through the QuickBooks Desktop software May 31, 2023. As such, users will not receive critical security updates after June 1, 2023. Read more on QuickBooks website.
What is the difference between QuickBooks Desktop and QuickBooks Online?
QuickBooks Desktop is a QuickBooks accounting software you install on your computer. QuickBooks Online is the cloud-based version of Desktop. Rillion offers invoice automation QuickBooks – both Desktop and Online.
Integration with QuickBooks Desktop is fast and you can be up and running quickly. Rillion’s accounts payable automation is fully integrated with QuickBooks Desktop, which means that everything you do in Rillion is automatically transferred into QuickBooks.
Settings are automatically retrieved from QuickBooks, with all registers that are needed to book an invoice, such as suppliers, chart of accounts and currencies. In addition to the invoices being coded to the correct account, project and cost center, you can also see the invoice image in both Rillion and QuickBooks.
Paper and emailed invoices are automatically entered into a central dashboard. Rillion automatically sends invoices to the proper approver by laptop or mobile. Approvers can view the invoice and approve with one click.
Rillion’s search engine gives you access to historical invoice data and a wide range of useful reports. Search on all invoice data – not only on accounts used or vendor name.
Invoice automation QuickBooks Desktop – powered by Rillion.
With Rillion you get a cloud-based invoice automation solution that is lightning-fast to implement, simple to integrate with your existing accounting system, and easy to use right from day one. You’ll be up and running in only a few days, with minimal requirements on training, and support included from start to finish. Read more in our Product Brochure!
Schedule a free consultation so that we can understand your needs and provide you with the best solution.
At Rillion, we provide accounts payable automation (AP Automation) to organizations in over 50 countries worldwide. Over 95% of Rillion customers feel that the platform fulfills expectations and consider Rillion to be a worthwhile investment, noting its ease of use and great support.
Find out for yourself how we can make your job easier!