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Concur QuickBooks Integration

How do you know which QuickBooks integration solution you have?

  • If you have not purchased a connector solution, you are using QuickBooks Basic Functionality Using IIF File Import.
  • If you have purchased a connector solution and use Payment Manager to batch and send data to QuickBooks, you have the Concur QuickBooks Connector.
  • If you have purchased a connector solution and do not use Payment Manager, but instead send approved reports and invoices to QuickBooks as soon as they are approved, you have the QuickBooks Integration using Concur Financial Integration Service.
QuickBooks Basic Functionality Using IIF File Import
If QuickBooks is selected on the Accounting page of Product Settings, and the administrator does not connect their Concur company with QuickBooks, Expense will begin to create QuickBooks formatted (.IIF) files for the expense transaction batches. A client administrator can download these batch files from within Concur Expense and can then import them into QuickBooks. Information about this functionality is available in the Standard Edition Setup Guides.
Expense: Payment Manager QuickBooks IIF Extract DOC - PDF
QuickBooks Manual File Import FAQ - Client Facing DOC - PDF
Concur QuickBooks Connector

The connector provides a method of integrating QuickBooks data with Concur. The client connects their Concur company with their QuickBooks company on the Accounting page of Product Settings, authorizing an exchange of data and functionality between QuickBooks and Concur. The connector allows a client administrator to directly post approved Concur Expense and Invoice data to the QuickBooks company. This functionality is available for clients with QuickBooks Desktop (versions 2016, 2017, and 2018) and QuickBooks Online.

Concur QuickBooks Connector FAQ DOC - PDF
Shared: Concur QuickBooks Connector Setup Guide DOC - PDF
QuickBooks Integration Using Concur Financial Integration Service

Concur financial integration uses Concur's API to integrate QuickBooks data with Concur. The client connects their Concur company with their QuickBooks company on the Accounting page of Product Settings, authorizing an exchange of data and functionality between QuickBooks and Concur. The financial integration directly posts approved Concur Expense and Invoice data to the QuickBooks company, as soon as it reaches processor approval. The integration returns status information about the financial posting to Concur, allowing the processor to fix and re-send reports and invoices that have issues. This functionality is available for clients with QuickBooks Online.

The financial integration is only available to new customers implemented after the October 2017 release.

Shared: QuickBooks Integration Using Concur Financial Integration Service Setup Guide DOC - PDF
   
Sage Intacct Integration
Sage Intacct Integration

SAP Concur Standard Edition lets you import Sage Intacct data (master data) into your SAP Concur configuration. The client connects their SAP Concur company with their Sage Intacct company on the Accounting page of Product Settings, authorizing an exchange of data and functionality between Sage intacct and Concur.The financial posting process sends expense reports and invoices that are ready to be posted from SAP Concur to Sage Intacct, utilizing APIs from the SAP Concur Platform. The integration manages the transmission of expense and invoice data from SAP Concur to Sage Intacct, and the transmission of status information back to SAP Concur.

The financial integration is only available to customers implemented after the October 2017 release.

Sage Intacct Setup Guide for SAP Concur Standard Edition (Shared)

DOC - PDF

Sage Intacct Financial Integration FAQ

DOC - PDF

Xero Accounting Integration
Xero Accounting Integration

SAP Concur Standard Edition lets you import Xero Accounting data (master data) into your SAP Concur configuration. The client connects their SAP Concur company with their Xero Accounting company on the Accounting page of Product Settings, authorizing an exchange of data and functionality between Xero and Concur.The financial posting process sends expense reports and invoices that are ready to be posted from SAP Concur to Xero Accounting, utilizing APIs from the SAP Concur Platform. The integration manages the transmission of expense and invoice data from SAP Concur to Xero Accounting, and the transmission of status information back to SAP Concur.

The financial integration is only available to new customers implemented after May 31, 2020.

Shared: Xero Accounting Setup Guide for SAP Concur Standard Edition

DOC - PDF

Xero Accounting Financial Integration FAQ

DOC - PDF