Once you have connected an accounting integration, you need to configure the integration. Configuration allows you to map your custom fields in Spend Center to data fields in your accounting software.

After you have mapped your accounting integration with Spend Center, you can view and manage mapped custom fields.

Note: Reimbursement transactions do not automatically sync with any accounting integrations. You can export reimbursements as a CSV file by clicking the Export icon on the Reimbursements page, which you can then upload to your accounting software.

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In the Navigation Menu, click the Integrations link.
The Integrations page displays all active and inactive integrations in your account. Available accounting integrations are Sage Intacct, QuickBooks Online, and QuickBooks Desktop.
To configure your integration, click the Configure button for that integration. Note: If the integration displays a Connect button, this integration needs to be set up before it can be configured.
Before mapping your transaction data between Spend Center and your accounting software, you need to manage your configuration settings.

Manage Configuration Settings

To select the credit card for the liability payable to Spend Center, click the Credit card account drop-down menu and select the account you want to use.
To include the vendor/merchant name in your transaction sync, click the Vendors sync or Sync Merchant toggle button.
To automatically sync completed transactions every 24 hours, click the Auto sync button. (This option is not available for the QuickBooks Desktop integration.)
To sync transactions older than 60 days, click the Sync older Transactions toggle button. If this option is turned off, transactions older than 60 days will not be included in any transaction sync.

Manage Integration Mapping

From the mapping section, you can map your custom fields to data points in your accounting software. Depending on your accounting software, mapping categories may include a chart of accounts, department, location, class, project/job, and customer. The categories that display may vary based on your accounting software and the information configured during setup.

Each category displays the number of fields that are currently mapped. To configure a category, click the Configure button.
Select a field name from Spend Center to use for mapping. You can adjust this selection at any time by clicking the Custom Field drop-down menu.
To automatically create custom field options and map them to the fields from your accounting software, click the Automap Accounts button.
To manually create field options and map connections, click the Manually Map button.
The Mapping page displays the category fields from your accounting software, ID number, field name, and status.
To find a field in the Mapping page, enter a term in the Search field or use the Account Types drop-down menu.
You can also create a new custom field. To create a new field, enter the title in the Custom Field drop-down menu. Then click the Create Field Name link.
After you have selected a new custom field, you will need to confirm that you want to erase existing mapping. To confirm, click the Continue button.
To select a custom field option for mapping, click the Field Name field. Then select the option you want to use.
To create a new field option, enter the title in the Field Name field. Then click the Create link.
To unmap a field option, click the checkbox next to the options you want to remove. Then click the Unmap Accounts button. Note: You can view mapped field options from the Transactions page. You can also remove unmapped options so spenders do not select these options when they categorize their transactions.
To save your changes, click the Save button.