QuickBooks Online × Tightly

About QuickBooks Online

QuickBooks Online is a widely used cloud accounting platform with purchasing, bills, purchase orders, banking, and basic inventory. It consolidates suppliers, tax/currency settings, and your chart of accounts—ideal for finance teams that need control with minimal overhead.

How Tightly works with QuickBooks

Step 1 — Connect & import what’s live

Sync vendors, items (optional), taxes, currencies, and chart of accounts. If you already use PO workflows in QBO, Tightly imports open POs so planning starts aligned.

Step 2 — Plan & approve in Tightly

Approve recommendations in Smart Replenishment and create QuickBooks POs directly, or post vendor bills when you prefer bill-first workflows. Lines include vendor, item/description, qty, unit cost, tax code, location/class (if used), and currency.

Step 3 — Stay reconciled

Track partial/complete receipts and let Tightly surface 3-way match exceptions (PO ↔ receipt ↔ bill). Edits to dates/qty/cost sync so both QBO and Tightly reflect reality.

Key features for QuickBooks users

1. Vendor, tax, currency & COA mapping — ensures clean postings with the right GL accounts and tax treatment.

2. One-click POs/bills — push approved buys to QuickBooks; attach PDFs and keep a shared audit trail.

3. 3-way match & PPV — catch price/quantity variances before they hit the ledger.

4. Classes/locations (optional) — tag spend for better reporting by channel, warehouse, or brand.

5. Landed cost — add freight/duty and allocate across line items; keep COGS accurate.

6. Multi-currency — create POs/bills in supplier currency with exchange handled by QBO; Tightly keeps planning in your base currency.