Before you start exporting expenses from expense management to QuickBooks Online, you'll need to follow an onboarding process to set up the integration.

To access the integration, select the Accounting integration on the left-side panel.

Select QuickBooks Online.

The integration connection page will appear, where you can watch a tutorial to set up the integration. Select Connect to QuickBooks to get started.

You'll be directed to the Intuit page where you'll enter QuickBooks Online credentials to sign in.

Select the Quickbooks Online company where you'll export all the expenses from expenses management and select Next.

You'll be directed to the integrations page while the QuickBooks Online company connects with expense management.

It may take a few minutes to import all the data required to complete the setup.

Once the import is done, select Save and continue.

Export settings are a mandatory step for the integration to function. You can choose the expense to be in the format of a Bill, Journal entry or Credit Card Purchase.

Based on your selection, additional fields appear to configure how and when expenses from expense management should be exported.

Select your preferences as per your requirement and select Save and continue.

In this section, select the dimensions you want to import from QuickBooks Online and use in expense management while adding expense details.

You can import the chart of accounts and customers from your QuickBooks Online account. Use the toggle buttons to enable these imports how these should be imported to expense management.

Select Save and continue to proceed.

In the advanced settings, you can enable the options to customize and automate your export workflow. This section is optional, and you can enable this based on your business requirements.

Scheduling Automatic export is a feature where you can set up a frequency for the integration to automatically export expenses from expense management to QuickBooks Online.

The advanced setting also hosts options such as exporting expenses with the date of the next open accounting period and auto-creation of your QuickBooks Online vendors as Merchants on expense management.

You can customize the data set to be passed in the description column of the exports in QuickBooks Online. A sample preview of how the exports will look with the selected fields is visible based on your preference selection.

Once all the settings are configured, select Save and continue to complete the setup.

The expense management - QuickBooks Online integration setup is now complete. Select Launch Integration to finish. You can modify the configured settings as needed from the Integrations page.

If you have any more questions about configuring the expense management-Quickbooks Online integration, reach out to our support team at support@capitalone-fylehq.com.

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