Once you have set up your QuickBooks Desktop integration and configured your integration in Spend Center, your transactions must be staged to be included in the sync.
From the integration settings, you can select to have transactions from the past seven days automatically staged to be included in the next sync. If this setting is turned off or if you want to manually select transactions to sync, you can stage transactions. This entails selecting transactions from the Transactions page and designating them as part of the next sync.
Web Browser
In the Navigation Menu, click the Transactions link
Click the checkboxes for all the transactions you want to include in the next sync. To select all transactions, click the checkbox at the top of the column. Any transactions that have already been synced are indicated by the Checkmark icon.
Click the Bulk Actions button and select the Stage transactions for sync option.
After you have staged the transactions for the sync in Spend Center, you can run the sync using the Sync Dashboard.
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