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 syncs with your accounting software nightly (generally around midnight).
Spend Center looks back to completed transactions for the last 30 days and only syncs transactions that have never been synced before.
If a transaction takes more than 30 days to complete, it is not synced via the auto-sync.
The 30-day clock starts on the day that the transaction clears.
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