RevCert / quickbooks
QuickBooks connection options.
Bring supplier bill information into RevCert for review. Accounting updates and payments stay in QuickBooks or your existing payment system.
QuickBooks Online: setup and testing pending
The connector has been built to read supplier bills, supplier details and recorded bill payments after authorization. Credentials and a successful connection test are still required; a live customer connection is not available yet.
QuickBooks Desktop: connector in development
Desktop needs a separate connection through QuickBooks Web Connector on a Windows computer with access to your company file. Desktop connectivity is not available yet; the Online connection does not work with Desktop.
Which records support invoice review
| QuickBooks record | Used in RevCert for |
|---|---|
| Bills | Supplier, invoice number, amount, balance, due date, and changes that need a new review. |
| Vendors | Supplier names and available contact email addresses. |
| Bill payments | Identifying payments recorded in the ledger. This is not confirmation of bank settlement. |
| Company information | Confirming which company was connected. |
RevCert reads records; your team makes changes.
Intuit grants the Accounting scope. RevCert’s current implementation only reads the records listed above; it does not create, edit, delete, or pay QuickBooks bills. The permission itself is broader than read-only.
Designed for a controlled first connection
One company and environment per workspace. USD bills only. Current sync limits are 1,000 records per record type and 2,000 invoices per workspace. Partial imports are flagged. Changed or missing bills require renewed review. Recording approval in RevCert does not update approval or payment status in QuickBooks.