Contents: 

• Integration Overview
• Prerequisites for Access
• What's Next

Centage enables you to upload current data from your accounting or ERP system to analyze or use in your budget. After you set up an integration between Centage and your accounting system, Centage can extract data every night to use for the next day.

Centage can integrate with many accounting systems, including Quickbooks Online.

This Implementation guide shows you, a Centage Administrator, how to authorize Centage to access your General Ledger data in Quickbooks Online.

Integration Overview

Centage’s integration can pull in core General Ledger structures and information from Quickbooks Online. It extracts data every night to ensure fresh data is populated into Centage for the following day.

You can also include also Transaction Details and Budgeting data (optional).

Please Note: Including optional data may impact the integration’s performance, depending on data volume, and is excluded unless you request otherwise.

We extract the following information:

• General Ledger Transaction Totals
• Accounts
• Classes
• Customers
• Employees
• Locations
• Vendors

Please Note: You can relabel the fields above. These are standard Dimensions in Quickbooks Online. If the Dimension you use is not in the list above, it could be a relabeled standard dimension or it is a custom User Defined Dimension. Please let us know if you do not see something you expect.

Prerequisites for Access

To begin, please provision Integration@Centage.com with Admin access for each QuickBooks Online company to be integrated with Centage.

Admin access is required for connecting our integration tools.  This level of access can be removed once the integration setup is completed.

What’s Next?

Centage’s Integration Team will receive an email automatically from Quickbooks Online once the user is created. We will confirm permissions have been configured properly and will notify you if any modifications are necessary. No further action will be required at this time unless otherwise requested.  Once the integration has been completed, Centage Consulting will validate the data and will reach out if necessary.

If you have any questions or need assistance, please submit a ticket using our form.