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QBO Integration Set-Up
Elisa Soares Rosa avatar
Written by Elisa Soares Rosa
Updated over 2 months ago

Autodesk Fusion Operations allows you to integrate with Quickbooks Online. These integrations are connections between the two applications that work together to share data among them. In this article, you can check the steps needed to activate the integration.

To access the integration page, follow these steps:

1. Connect both systems, to do this click on the User/company name and select 'Integrations'.

2. Select QuickBooks online

3. Connect with Quickbooks online directly from this page.

Below are presented the possible options to configure from Fusion Operations to QBO, and vice-versa.

From Fusion Operations

Action

To QBO

Receiving

create

Bill

Shipping

create

Invoice

Inventory

update

Inventory

Purchase Order

create

Purchase Order

Purchase Order

create

Bill

Sales Order

create

Sales Receipt

Sales Order

create

Invoice

Sales Order

create

Estimate

From QBO

Action

To Fusion Operations

Invoice

create

Sales Order

Invoice

create

Ship

Invoice

create

Job/Production Order

Purchase Order

create

Purchase Order

Estimate

create

Sales Order

Bill

create

Purchase Order

These options of configuration are available on the integrations page of QBO:

FAQ:

1. It is possible to create products when sending information from Fusion Operations to Quickbooks Online, and vice-versa?

The creation of products is only available when sending information from Quickbooks to Fusion Operations. Therefore, if the product in Fusion Operations doesn't exist in QBO, the action won't work.

2. Can I use the integration if my company is outside of the United States?

You can use the QBO integration if your company is located in Canada or the US to send or receive information from/to QBO. If you are located outside these countries reach out to us.

If after reading this article you still have some doubts, feel free to reach out to us through our live chat feature, or directly to your account manager.

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