Follow the steps below to set up your QuickBooks Online integration. Once the integration is set up and mapped, you can view and manage custom field options mapped to the QuickBooks Online integration.
In QuickBooks Online, create a credit card account.
Navigate to the Chart of Accounts view within QuickBooks Online and select ‘New’
Name the credit card account something like “Spend Center Credit Card” so it’s obvious that this is the one related to Spend Center transactions.
In Spend Center, click the Integrations link in the Navigation Menu.
Find the QuickBooks Online integration and click the Connect button.
Click the Connect to QuickBooks button and log in to your account.
Note: It is recommended to map custom fields that are required. This will prompt employees to categorize their expenses.
Accounting Integration Auto Sync
Spend Center's integration with QuickBooks Online allows for automatic syncing at the end of each day. Toggle the Auto Sync button in the QuickBooks configure menu if you’d like to enable auto syncing of your transactions.
Here is what happens when the toggle is activated.
Spend Center will sync with your accounting software nightly. (Generally around midnight)
Spend Center will look back to completed transactions for the last seven days, and it will only sync transactions that have never been synced before.
If a transaction takes more than seven days to complete, it will not be synced via the auto-sync.
The seven-day clock starts on the day that the transaction clears.
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