| Concur Financial Integration Resources | |
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For the full list of Standard Guides, click here. |
| Concur QuickBooks Integration | |
How do you know which QuickBooks integration solution you have?
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| 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, Concur 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. | |
| Concur Expense: Payment Manager QuickBooks IIF Extract | DOC - PDF |
| Concur Invoice: 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 Concur Invoice data to the QuickBooks company. This functionality is available for clients with QuickBooks Desktop (versions 2016, 2017, and 2018) and QuickBooks Online. |
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| 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 Concur 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. |
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| Shared: QuickBooks Integration Using Concur Financial Integration Service Setup Guide | DOC - PDF |
| QuickBooks Accounting Integration FAQ.docx | DOC - PDF |
| Microsoft Dynamics 365 Business Central Integration | |
| Microsoft Dynamics 365 Business Central Integration | |
SAP Concur Standard Edition lets you import Microsoft Dynamics 365 Business Central data (master data) into your SAP Concur product configuration. The client connects their SAP Concur company with their Business Central company on the Accounting page of Product Settings, authorizing an exchange of data and functionality between Business Central and Concur Expense and Concur Invoice.The financial posting process sends expense reports and invoices that are ready to be posted from SAP Concur products to Business Central, utilizing APIs from the SAP Concur Platform. The integration manages the transmission of expense and invoice data from Concur Expense and Concur Invoice to Business Central, and the transmission of status information back to SAP Concur products. The financial integration is only available to customers implemented after the February 2023 release. |
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Microsoft Dynamics 365 Business Central Integration Setup Guide for SAP Concur Standard Edition (Shared) |
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| Sage Intacct Integration | |
| Sage Intacct Integration | |
SAP Concur Standard Edition lets you import Sage Intacct data (master data) into your SAP Concur product 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. |
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Sage Intacct Setup Guide for SAP Concur Standard Edition (Shared) |
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Sage Intacct Financial Integration FAQ |
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| Sage 100 Integration | |
| Sage 100 Integration | |
SAP Concur and DataMap have partnered to make sharing accounting information between Sage 100 and SAP Concur easier. This partnership includes an integration that delivers bidirectional data flows between SAP Concur and Sage 100. |
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Sage 100 Setup Guide for SAP Concur (Shared) |
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| 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. |
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Shared: Xero Accounting Setup Guide for SAP Concur Standard Edition |
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Xero Accounting Financial Integration FAQ |
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