KNOWLEDGE BASE

How do I connect my QuickBooks account to my Spend Management account?

 Follow these online steps to easily connect QuickBooks to your Spend Managment Account  

From the Transactions section of Spend Management:

  1. Select Accounting settings.
  2. Select QuickBooks Online under Software integrations.
  3. Enter your QuickBooks Online log in credentials into the Intuit login pop-up window.
  4. Select the default name for the credit account and uncategorized expense account for Spend Management in QuickBooks and select Continue.
  5. Verify the name and uncategorized expense accounts chosen and click Next.
  6. Choose to export all transactions with the option to select settled transactions within a specified date range or not to export any past transactions and select Continue.
  7. Success! A pop-up will confirm that QuickBooks Online is connected, and a green dot will appear next to QuickBooks connected.