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How do I run the QuickBooks Desktop integration sync with Spend Center?
How do I run the QuickBooks Desktop integration sync with Spend Center?

Learn how to run the sync between Spend Center and QuickBooks Desktop from the Sync Dashboard.

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Written by Spend Center
Updated over 6 months ago

After transactions have either been automatically staged or you have staged a sync by selecting transactions in Spend Center, you can run that sync from the Sync Dashboard.

Note: The Sync Dashboard can only be used on Microsoft Windows devices.

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  1. On your desktop, open the Sync Dashboard. If you have not downloaded the Sync Dashboard, learn how to install it.

  2. In the Sync Profiles window, select the company you want to sync [1].

  3. Click the Sync button [2].

  4. All staged transactions will sync to QuickBooks Desktop.

  5. After the transactions have been synced, you can view all transactions in Spend Center. Successfully synced transactions display the Checkmark icon. Any transactions that experienced errors during the sync display the Error icon. Hover your cursor over the Error icon to view more information about the error.

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