Integrating with Accounting Software
Learn how to integrate software including Quickbooks Online, Netsuite and Sage Intacct
29 articles
Integrating with QuickBooks Online
Set up and management guide for QuickBooks Online
ConfigurationEverything related setting up your QuickBooks Online Integration4 articles
ExportEverything related to exporting data from Expense Management to QuickBooks Online5 articles
ReconciliationThis section offers guidance on matching transactions, resolving discrepancies, and ensuring expenses in Expense Management align with QuickBooks Online for accurate financial reporting.2 articles
Integrating with Sage Intacct
Set up and management guide for Sage Intacct
Integrating with Netsuite
Set up and management guide for Netsuite
Integrating with Xero
Set up and management guide for Xero
Integrating with QuickBooks Desktop
Set up and management guide for QuickBooks Desktop
Set up an integration with QuickBooks DesktopHow to configure your connection to QuickBooks Desktop
QuickBooks Web Connector (QBW) Error Resolution GuideA step-by-step guide to understanding and fixing the most common Web Connector errors in QuickBooks Desktop.
Understanding restrictions in Expense Management–QuickBooks Desktop integrationKey configuration restrictions and tips to avoid configuration issues in the Expense Management–QuickBooks Desktop integration.
Importing dimensions/fields from QuickBooks Desktop (Web connector) into Expense ManagementLearn how dimensions from QuickBooks Desktop are imported to Expense Management, including supported dimensions, auto-sync behavior, etc.
Common challenges and best practices for QuickBooks Desktop (QBD) integrationLearn about common issues in QuickBooks Desktop (QBD) integrations and follow best practices to avoid sync errors and conflicts.