Reducing manual work is a core focus of efforts to improve business operations. Automation solutions can help make that happen. However, automation can’t succeed in a vacuum. A well-connected platform of tools with broad capabilities can open the door to holistic improvements. In the world of accounting, Tungsten AP Essentials offers critical enhancements in the invoice capture process. With the right solution, you can connect AP Essentials to QuickBooks today.

QuickBooks is one of the most popular business accounting solutions for SMBs today. With cloud-based functionality and all the features necessary for tracking company finances, it’s a robust option that many operators choose today. However, manually entering invoice information into QuickBooks takes time. It also creates the opportunity for errors.

With AP Essentials and a connection to QuickBooks, you can tap into the broader benefits of automation that integrates into your workflow. Consider what AP Essentials brings to the table, then explore what’s possible when you bridge the gap between systems.

How AP Essentials Transforms Accounting Practices

To understand why connecting AP Essentials 10 to QuickBooks can be such a boon for your operations, you should first understand what AP Essentials can do. Built from the ground up to be a fast, reliable and highly automated solution for invoice processing, AP Essentials transforms how you handle invoice data from every source. Whether you create invoice data by scanning physical documents or grabbing PDFs out of an email message, feeding that information through AP Essentials yields numerous benefits, such as:

• Ingest invoice data from any channel, regardless of the point of origin.
• Extract invoice data to an extremely high level of accuracy using proprietary OCR.
• Validate invoice data against rules and known factors. Classify invoices by type, priority and many other factors.
• Route invoices for approval, including automatic approval for invoices that meet specific guidelines.
• Use XML output to transfer data and integrate it with standard ERP systems.

AP Essentials improves data accuracy, offers in-depth analytics on invoice processes and offers a lightweight deployment that’s easy to administer. Once you’ve completed processing an invoice in AP Essentials, you’ll likely need to record that information in a ledger. You may also need to record other info about the transaction. That’s where integration with QuickBooks becomes essential.

Do More With AP Essentials Data in QuickBooks

Information imported into QuickBooks from AP Essentials can become a part of a record or serve as a launching point for other actions. For example, an invoice from a new supplier might arrive in QuickBooks after processing through AP Essentials. You could then automatically create a new vendor profile in QuickBooks based on the information received.

Associating invoices and bills with specific vendors and services is also quick and easy. That integration translates into easier tracking of expenses due. You can also associate the scanned and extracted invoice data with specific bills to make tracking paperwork less complex. Now, the only question is how to make that data move from the AP Essentials workflow into the QuickBooks system. The Tungsten Marketplace has the solution.

Simplifying Integration With DWP Konnect

Marketplace contributor DWP Global has created a solution for integrating AP Essentials outputs directly to QuickBooks for convenience. Called DWP Konnect, this connector collects the XML output of AP Essentials and integrates it directly into QuickBooks in the appropriate place. Built to run primarily in the background, DWP Konnect delivers a seamless flow of information between your capture and validation stages and QuickBooks.

DWP Konnect features a highly secure design that keeps critical information encrypted in transit, protecting your information. It is also built to provide functionality at any level of scale, even as your business grows and invoice volumes increase. DWP Konnect is also customizable for additional integration. As an open-source and cloud-ready solution, it requires only limited additional work to integrate other enterprise-level applications.

Understanding This Connector’s Functionality

DWP Konnect monitors specific folders where AP Essentials deposits the XML files at the conclusion of its processes. A secure, intuitive interface for configuring your source file folder and the destination for QuickBooks makes setup minimal. Once the connector detects that a new XML file is in the source folder, it grabs the file, processes the data, and passes it along to the QuickBooks database. Processing can occur automatically or on a scheduled basis or when manually triggered by the user.

If importing a file fails, the connector returns the file to the source folder and triggers an alert to the relevant stakeholder. Configure the solution to send failure notifications by email, or if urgent attention is necessary, you may choose to send SMS notifications. The connector outputs a complete and detailed log of all actions and connections for thorough auditing when required.

Choosing this connector offers many benefits. It’s lightweight and a better value than the time and effort required to build a new connection from scratch. Integration with other enterprise solutions makes it more extensible, allowing you to de-silo crucial business information. Ensure your QuickBooks database always contains the most recent data from invoices processed, validated and approved via AP Essentials.

Accelerate Your Accounting Workflows With Automation

With invoice automation from AP Essentials, your business can accelerate critical tasks without increasing the risk of low-quality data, errors or other problems. World-class OCR ensures reliable captures, and automation for approvals keeps your team focused on valuable tasks. With the addition of the data pipeline created by DWP Konnect, further improvements are possible. Transferring information directly into QuickBooks saves more time, ensures data integrity, and can be the launchpad for the next steps in a process.

DWP Konnect by DWP Global is an excellent example of what’s possible in the Tungsten Marketplace. Avoid the need for lengthy development and testing phases when you can instead adopt ready-made solutions. This solution, along with many others in the Marketplace, can generate positive ROIs in automation faster. Explore your options today, including a simple, accessible way to link AP Essentials to QuickBooks.