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Integrating with Accounting Softwares
Learn how to integrate software including Quickbooks Online, Netsuite and Sage Intacct
23 articles
Integrating with QuickBooks Online
Set up and management guide for QuickBooks Online
Expense management-Quickbooks OnlineSet up expense management - QuickBooks Online integration for your organisation
Map expense fields and QuickBooks Online dimensionsCategory, corporate credit card and project mapping
Export expenses to QuickBooks OnlineHow to export expenses to QuickBooks Online and resolve export errors
Export expenses to item details in QuickBooks OnlineHow to import products/services from QuickBooks Online and export expenses to item details in QuickBooks Online
Match expenses with bank feed in QuickBooks OnlineHow to match/merge credit card expenses exported from Capital One to Bank Feed transactions in QuickBooks Online
Export logs in the QuickBooks Online integrationView export logs and expenses exported to QuickBooks Online
Export expenses to the current accounting period in QuickBooks OnlineCarry the date of the first month to add it to the current accounting period that is open to entries in QuickBooks Online.
Create vendors automatically in Quickbooks OnlineCreate Vendors automatically in QuickBooks Online
Modify data exported to the description field in QuickBooks OnlineSteps to modify the data that is passed from expense management to the description field on QuickBooks Online
Export refunds to QuickBooks OnlineExport refunds to QuickBooks Online
Integrating with Sage Intacct
Set up and management guide for Sage Intacct
Generate credentials to connect with Sage IntacctGenerate credentials to interact with Sage Intacct
Configure the expense management-Sage Intacct integrationSet up expense management-Sage Intacct integration for your business
Export expenses to Sage IntacctSteps to export expenses to Sage Intacct | Resolve export errors
Export expenses to the next open accounting period in Sage IntacctHow to export expenses from expense management to Sage Intacct once the respective accounting period is closed
Create a folder in Sage Intacct to export expenses as Journal entriesCreate a folder in Sage Intacct to export expenses
Modify data passed to the Memo field in Sage IntacctInstructions to modify the data that is passed to the Memo field of Sage Intacct
Integrating with Netsuite
Set up and management guide for Netsuite
Set up the Expense Management-NetSuite integrationSet up NetSuite integration for your business
Generate credentials to connect with NetSuiteGenerate credentials to integrate with NetSuite
Export expenses to the next open accounting period on NetsuiteHow to export expenses from Expense Management to NetSuite once the respective accounting period is closed
Update the expense management NetSuite suite bundleUpdate the expense management-Netsuite Suite Bundle to access the latest version.
Integrating with Xero
Set up and management guide for Xero
Set up the Expense Management - Xero integrationSet up Expense Management - Xero integration for your business
Export expenses from Expense Management to XeroHow to export expenses to Xero and resolve export errors
Export logs in the Xero integrationView export logs and expenses exported to Xero