Key benefits

Integrating Tipalti with QuickBooks Online reduces accounting data entry and payment processing errors by providing a powerful, automated end-to-end AP workflow that scales with your business. Through Tipalti, QuickBooks Online users can:

• Onboard suppliers/ vendors using a secure, self-service, online portal—suppliers can update their profile information any time and view invoice and payment statuses and history

• Easily make global partner payments to 196 countries in 120+ currencies using a wide range of payment methods (e.g., US ACHAutomated Clearing House, wire transfer, Global ACH/ Local bank transfer, PayPal, paper checks, prepaid debit card)

• Reduce tax penalty risk by collecting W-9 and W-8 forms and validating tax form data for 1099 and 1042-s tax preparation—certified by KPMG and FATCAForeign Account Tax Compliance Act compliant

• Ensure supplier payment regulatory and tax compliance through collection and verification of tax forms (W-9, W-8 series, VAT, tax ID), and screening of payment transactions against OFACThe Office of Foreign Assets Control (OFAC) enforces sanctions and protects against narcotics traffickers, terrorists, etc. and international blocklists

• Enable touchless bill processing, including AI Smart ScanAI Smart Scan is a tool that reads scanned invoice images or PDFs and extracts the details, which are used to populate the fields on a bill.-based invoice scanning and automatic invoice approval routing with built-in machine learning for increased accuracy over time

• Get real-time payment status and reports for faster, more accurate payment reconciliation directly within QuickBooks Online

• Automate payment status communications with suppliers through branded, customizable email communications

• Support multi-currency and NetNow payments

• Control user permissions for "running" the integration

The following data are synchronized in real-time between Tipalti and QuickBooks Online. Synchronization events are logged in Tipalti and email notifications are sent to a designated user.

Your QuickBooks Online plan determines the API features available for syncing between systems. For example, to create and sync bills and payments, you need the Essentials plan, and to create and sync coding fields, such as Department and Class, you need the Plus plan. We do not support the Simple Start plan.