Set up an integration with QuickBooks Online

You can connect your QuickBooks Online account to Expense Management. This integration allows you to export all expenses and their details—like receipts, purpose, cost code—to QuickBooks Online and import QuickBooks Online data to Expense Management.

You’ll set up and manage your integration on the Accounting integration page in the left side panel.

Select QuickBooks Online to begin the set up process.

On the integration connection page, you can play a video tutorial explaining how to connect your account.

If you have an existing QuickBooks Online integration with your Capital One account, you’ll need to disconnect it in your QuickBooks Online account before setting up your connection with Expense Management.

Select the Connect to QuickBooks button.

You'll be directed to the Intuit sign in page. Enter your QuickBooks Online credentials to sign in.

Select the Quickbooks Online company you’d like to connect to. Select the Next button.

You'll be directed to the integration set up page while QuickBooks Online connects with Expense Management. It may take a few minutes to connect.

Once the connection is done, select the Save and continue button.

Next, you’ll configure your export settings. You can choose to export expenses to QuickBooks Online as bills, journal entries or credit card purchases.

Based on your selection, additional fields for export method and frequency will appear.

Select your preferences, then select the Save and continue button.

In the import settings, select the dimensions you want to import from QuickBooks Online. Your employees will be able to select these dimensions while adding expense details in Expense Management.

You can import the chart of accounts and customers from your QuickBooks Online account. Switch the toggles on to determine how this data is imported to Expense Management.

Select the Save and continue button to proceed.

In the advanced settings, you can enable automation.

Scheduling automatic exports allows Expense Management to automatically export expenses to QuickBooks Online. After switching this toggle on, you’ll need to set the frequency of this automatic export.

You can also enable entries to post in the next open accounting period and auto-creation of vendors in the advanced settings. To learn more, view the Export expenses to the current accounting period in QuickBooks Online help article and the Automatically create vendors in QuickBooks Online help article.

You can customize the Expense Management details that are in the description column of QuickBooks Online. For more information, view the Modify data exported to the description field in QuickBooks Online help article.

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

The integration to QuickBooks Online is now set up. Select the Launch integration button to finish. You can modify the settings at any time from the Accounting integration page.

If you have any more questions about setting up the connection to QuickBooks Online, contact our support team at support@capitalone-fylehq.com.

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