Audience: Admins


Purpose

Getting the platform connected to your QuickBooks Online platform takes minutes! This process will map the platform Accounting Segments for your QuickBooks account codes and will synchronise the tax codes you have in QuickBooks to the platform.


Note: This integration is for the QuickBooks Online platform only. Companies using any other QuickBooks version should configure the platform manually.



Overview

Connect to QuickBooks Online

Step 1: Click on Settings

Step 2: Click on Connect to QuickBooks




Step 3: Click Confirm in the confirmation box:



Step 4: You will now be taken to the Intuit Account login to authenticate. Login with your Intuit Account Administrator credentials.



Step 5: Chose your company. If you have more than one company under your QuickBooks login, you may be prompted to choose which company you wish to connect to the platform 


Note: You can only connect one QuickBooks account to the platform at a time. If you have multiple companies, please speak to our customer support 
who will be able to create additional child companies for you to manage this scenario.


Step 6: You will be presented with a dialog box asking you to confirm you wish to integrate into the platoform for Spend Management. Click Connect to confirm.



Step 7: Once you have clicked on Connect, you will be redirected back into the platform. Wait a few seconds for your QuickBooks settings to be synchronised, and then you will be presented with the following screen confirming you have integrated the two platforms




Step 8: Once you have Connected, you will need to Configure your settings.



 


Validate that all data has been imported correctly

Step 1: Click on Settings 

Step 2: Click on Expense

Step 3: You can see your QuickBooks Account field listed first in the left pane and the loaded accounting codes in the right pane. 




Next Steps: Create additional account segments (i.e. Cost centre, Department etc.) (optional) 
If you don't need to create any additional accounting segments then please follow the
Next step: Mapping Expense types (mandatory)