Powerful Purchase Order Management and Invoice Authorization For QuickBooks Desktop
Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows with cloud access to approve across locations or outside the office. Automate AP with OCR and AI technology. All without increasing your QuickBooks Desktop user count.
How It Works
1
Install Our QuickBooks Desktop Connector On Your Computer
The QuickBooks Desktop Connector installs on your computer to allow PLANERGY send information related to your invoices directly to QuickBooks Desktop as bills ready to be paid.
2
Powerful Purchase Order Management
Request, approve, and manage purchase orders efficiently from anywhere on any device in PLANERGY’s cloud app with no user access to QuickBooks Desktop required.
3
Accounts Payable Invoice Matching Automation
Match invoices against the POs in PLANERGY to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents.
4
Authorized Invoices With Relevant Documents in QuickBooks Desktop
Automatically generate bills in QuickBooks Desktop for all authorized invoices. Data and documents are imported but still editable by your accountant before they process the payment.
Why Use PLANERGY with QuickBooks Desktop
Purchase Order Management with Powerful, Customizable Approval Workflows
Budget Control and Spend Management
Automatically Enforce 2- or 3-Way Matching Compliance
Centralize Your Processes and Remove Paper or Excel Based Problems
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.
Track and Categorize Spend Easily
GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customisable reports engine puts all the data at your fingertips at the push of a button.
Leave QuickBooks to Your Accounting Team
PLANERGY is compatible with all modern versions of QuickBooks Desktop including QuickBooks Enterprise Solutions, QuickBooks Premier, QuickBooks Pro, Canadian editions of Quickbooks, and UK editions of Quickbooks. Keep access separate so you only need to give access to QuickBooks to your accountants while PLANERGY’s powerful user permissions engine allows you flexibility to control access. If you are using QuickBooks Online see our page for our QuickBooks Online integration. If you are using QuickBooks Online see our page for our QuickBooks Online.
Spend Management and AP Automation Software for QuickBooks Online
Fits into current workflows by seamlessly integrating with the software you use already
