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      How to integrate Qvalia with PE Accounting?

      Integrate Qvalia with PE Accounting using the integration app to log invoices in PE Accounting and simplify accounting processes.

      The PE Accounting connector enables users to synchronize transactions between Qvalia and PE Accounting. Customer invoices are automatically logged in PE Accounting for simplified bookkeeping.

      How it works

      • Manage your transactions in Qvalia; invoices are posted automatically in PE Accounting
      • Supports customer invoice
      • Invoices are posted automatically to designated accounts
      • Peppol UBL XML is transformed and mapped into a PE Accounting-compatible data scheme
      • Qvalia creates OCR for customer invoices
      • Review and manage deviations in the error log

      Transferred invoice information includes issue date, currency, supplier party, customer party, references, payment means, note, invoice period, invoice lines, tax total, sales order ID, total amount, attachments, and originator document references.

      How to activate the integration

      1. Go to Settings and Integrations.
      2. In the list, click PE Accounting and Connect.
      3. Log in to the PE Accounting account you wish to connect.
      4. Choose settings and click Approve.
      5. Await authentication. The integration is marked as Active in the status indicator on the Integrations overview. Please allow up to 24 hours for confirmation.
      6. Contact help@qvalia.com. We will help you make a quick test of the settings and integration.
      7. Done.

      How to manage the error log

      Users can review and manage invoices that were unable to transfer by accessing the error log.

      1. Go to Settings and Integrations.
      2. Click View log under the active integration.
      3. Review the error list, you have three options:
        • View error: investigate source and review metadata
        • Reprocess: try to transfer the invoice again
        • Ignore: The invoice will be removed from the integration log but still accessible in list views

      Requirements

      • Subscription to Order Management Large or Enterprise
      • Products are identified and posted in PE Accounting if the invoice is using the same product ID as in PE Accounting
      • Products will be created in PE Accounting if the line item product ID doesn't correspond to an existing product ID in PE Accounting
      • Products will be posted to the default sales account if the product ID is missing or does not correspond to PE Accounting