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Integrating QBO with Concur but QBO Customer isn't exporting as ERP data, only Accounts, Vendors/Employees, and Class. What do I need to change about my QBO Customer field to get it to export?
Can anyone help?
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Hello there, jdk2.
Let me explain how QuickBooks Online (QBO) integrates with Concur and how the data flows between the two platforms.
When there’s a problem with the integration between QuickBooks Online (QBO) and Concur, it could be related to the configuration. You can check whether the Customer field in QBO is mapped to the appropriate category in Concur, such as Project, Cost Center, or Client, to ensure smooth data flow between the two systems.
After verifying the settings, and if the issue still persists, I recommend contacting the Concur support team for assistance. They can determine whether additional adjustments are needed, address integration limitations, or suggest customizations required to successfully export the Customer data.
Reply here if you have any other questions or concerns. We're here to address them as quickly as possible.