QuickBooks Online Integration

Connect QuickBooks

1. Navigate to Settings > Integrations
2. Click Connect on the QuickBooks Online card
3. Sign in to your QuickBooks account
4. Authorize Demurly to access your company
5. You'll be redirected back to Demurly

Configure Account Mapping

After connecting, configure how Demurly maps to your QuickBooks accounts:

Configure Sync Settings

1. Go to the Sync Settings tab
2. Enable/disable:
   • Auto-create Invoices - Create QB invoice when demurrage is approved
   • Auto-create Bills - Create QB bill when receiving demurrage charges
   • Sync Customers/Vendors - Keep business partners in sync

Test the Connection

1. Click Sync Now to verify connectivity
2. Check the Sync History tab for results

For Carriers (Accounts Receivable)

When a demurrage record is approved:

1. Demurly finds or creates the Customer in QuickBooks
2. Creates an Invoice with customer reference, demurrage line items, and Demurly record reference
3. Stores the QuickBooks Invoice ID for tracking

For Customers (Accounts Payable)

When you approve a demurrage charge:

1. Demurly finds or creates the Vendor in QuickBooks
2. Creates a Bill with vendor reference and demurrage expense line items

Payment Sync

When payments are recorded in QuickBooks:

1. QuickBooks sends a webhook to Demurly
2. Demurly updates the invoice status to "Paid"
3. Payment date is recorded