Integrating with QuickBooks Online
Set up and management guide for QuickBooks Online
11 articles
Configuration
Everything related setting up your QuickBooks Online Integration
Map expense fields and QuickBooks Online dimensionsCategory, corporate credit card and project mapping
Expense management-Quickbooks OnlineSet up expense management - QuickBooks Online integration for your organisation
Create vendors automatically in Quickbooks OnlineCreate Vendors automatically in QuickBooks Online
Modify data exported to the description field in QuickBooks OnlineSteps to modify the data that is passed from expense management to the description field on QuickBooks Online
Export
Everything related to exporting data from Expense Management to QuickBooks Online
Export expenses to QuickBooks OnlineHow to export expenses to QuickBooks Online and resolve export errors
Export expenses to item details in QuickBooks OnlineHow to import products/services from QuickBooks Online and export expenses to item details in QuickBooks Online
Export logs in the QuickBooks Online integrationView export logs and expenses exported to QuickBooks Online
Export expenses to the current accounting period in QuickBooks OnlineCarry the date of the first month to add it to the current accounting period that is open to entries in QuickBooks Online.
Export refunds to QuickBooks OnlineExport refunds to QuickBooks Online
Reconciliation
This section offers guidance on matching transactions, resolving discrepancies, and ensuring expenses in Expense Management align with QuickBooks Online for accurate financial reporting.
Match expenses with bank feed in QuickBooks OnlineHow to match/merge credit card expenses exported from Capital One to Bank Feed transactions in QuickBooks Online
How to avoid duplicate transactions in QuickBooks OnlineLearn more about how duplicate transactions are created in QuickBooks Online and our suggestions for preventing them.