Follow these online steps to easily connect QuickBooks to your Spend Management Account
From the Transactions section of Spend Management:
- Select Accounting settings.
- Select QuickBooks Online under Software integrations.
- Enter your QuickBooks Online log in credentials into the Intuit login pop-up window.
- Select the default for the credit card account, bank account, and expense general ledger account for Spend Management in QuickBooks and select Configure.
- Verify the name and uncategorized expense accounts chosen and click Next.
- Choose to sync all transactions with the option to select settled transactions within a specified date range or not to sync any past transactions and select Continue.
- Success! A pop-up will confirm that QuickBooks Online is connected, and a green dot will appear next to QuickBooks connected.