01OPERATIONS TO BOOKS
Operating finance that reaches your accounting system.
Invoices, bills and payments created in the course of operating work can be reflected in QuickBooks Online, so they are not keyed twice.
INTEGRATION · QUICKBOOKS ONLINE
Keep QuickBooks Online as your books, with operations running in Voyager.
Invoices come from delivery milestones, bills from purchases, and refunds from service decisions. Voyager runs that operational finance work and, with QuickBooks Online connected, keeps it consistent with your accounting system, so your books and your operations describe the same activity.
The connection at a glance
What QuickBooks Online adds to Voyager.
- Context Voyager receives
- Supported accounting records the connection makes available, such as customers, vendors, invoices, bills and payment status.
- Actions, where authorized
- Where the connection and your authority policy allow, Voyager can create or update supported records, such as invoices, bills and payments, so operating and accounting records match.
- Permissions and scope
- Access follows the QuickBooks Online company authorization and scopes granted. Accounting judgment and review stay with your finance team and accountants.
- Workflows it supports
- Milestone invoicing from delivery, approved bills from procurement, payment reconciliation, and cash forecasts informed by operating plans.
- Voyager's own equivalent
- Voyager's finance operations: receivables, payables, invoices, bills, payments, cash position, budgets, forecasts and reconciliation.
- Keep it, replace it, or both
- Keep QuickBooks Online as your accounting system. Voyager runs the operating finance work around it.
02BOOKS TO OPERATIONS
Financial status with the operating reason attached.
Payment and balance status informs account owners, delivery and collections, and finance can trace an entry back to the customer, project or purchase behind it.
CONNECTION QUESTIONS
What to know before you connect.
- Does Voyager replace QuickBooks Online?
- No. QuickBooks Online remains your accounting system. Voyager runs operating finance work and keeps it consistent with your books.
- Does Voyager provide accounting or audit assurance?
- No. Accounting judgment, review and any audit remain with your finance team and accountants.
- Can we connect Xero instead?
- Yes. Voyager connects to both QuickBooks Online and Xero.
Get started
Start with one responsibility that matters.
Start with one responsibility that depends on this system. Keep it connected, run the capability natively in Voyager, or both. What Voyager can see and change always follows the permissions you grant.