ConnectSx Beacon offers both Standard and Pro QuickBooks Online integrations to streamline the transfer of surgical case sales data directly into your financial system. While the standard integration handles core invoice generation and SKU mapping, the premium integration introduces advanced custom field mapping for tailorable invoice templates.
Feature / Capability | Standard QuickBooks Integration | Premium / Pro QuickBooks Integration |
Invoice Generation | Pushes completed Sales Order data to create QuickBooks Online invoices automatically or on-demand. | Pushes completed Sales Order data to create QuickBooks Online invoices automatically or on-demand. |
Catalog / SKU Mapping | Automatically maps ConnectSx Catalog # to the QuickBooks SKU field. | Automatically maps ConnectSx Catalog # to the QuickBooks SKU field. |
Custom Field Mapping | Not available. | Maps ConnectSx Sales Order data to up to 3 custom fields in QuickBooks + the Quickbooks Message. |
Mappable Data Fields | Standard transaction data only (Facility, Line Items, Quantities, Unit Prices). No custom selection available. | Selects from 6 ConnectSx data fields, including PO Number, Surgeon Name, Event ID, Patient ID, and Event Date. |
Custom Template Support | Standard QuickBooks invoice templates. | Fully supports custom QuickBooks invoice templates displaying mapped fields. |
UI Integration | Basic connection status and auto-export controls. | Displays live QuickBooks custom field names directly within the ConnectSx Settings UI. |
Export Triggers | Supports manual button triggers and automatic export settings. | Supports manual button triggers and automatic export settings. |
Standard QuickBooks Integration Capabilities
Direct Sales Order Sync: Connects your ConnectSx account to QuickBooks Online under Organization Settings > Integrations to convert closed surgical cases directly into QuickBooks invoices.
Automatic SKU Mapping: Automatically passes the ConnectSx Catalog # into the QuickBooks SKU field so item numbers render clearly on generated billing documents.
Flexible Export Workflows: Exports data manually via the "Export Sales Order Form to Quickbooks" button on closed events, or configures automatic background exporting upon event completion.
Pro QuickBooks Integration Features
Custom Field Mapping: Maps key case data from ConnectSx into up to 3 custom invoice fields created within QuickBooks Online.
Expanded Case Data Selection: Choose from 6 ConnectSx Sales Order data fields—including PO Number, Surgeon Name, Event ID, Patient ID, and Event Date—to map into your QuickBooks custom fields.
Template Customization: Displays mapped fields directly on custom QuickBooks invoice templates for facilities requiring specific case or patient identifiers.
Native Field Visibility: Displays the exact names of your custom QuickBooks fields inside the ConnectSx integration interface to simplify setup.
Setup Considerations and Limitations
QuickBooks Field Limits: QuickBooks Online restricts API mapping to the first 3 custom fields created on your QuickBooks invoice template.
Custom Field Configuration: Custom fields must first be created inside QuickBooks Online before mapping them under Settings > Integrations in ConnectSx.
Account Authorization: Disconnecting or re-authenticating requires administrative action in both ConnectSx and the QuickBooks Online Apps portal.