Once your Spendesk account is connected to your QuickBooks Online account, we will pull your master data from QuickBooks Online and let you use it in Spendesk. Follow these steps in order to set up your analytical dimensions, bank account and expense accounts.
Configuration steps
After you successfully connected Spendesk to QuickBooks Online, you can follow these few steps to configure your accounting setup.
Step 1 - Analytical fields mapping
Step 1 - Analytical fields mapping
Navigate to Settings > Accounting Setup > Mapping. All of your QuickBooks Online classes and locations will be listed in the left column.
For each analytical field that you want to use in Spendesk, click Select value and pick an analytical field. This Spendesk analytical field will be mapped to QuickBooks Online class or location. If you need to create new analytical fields, you can do so under Settings > Organisation > Analytical fields.
For cost centres, you can map QuickBooks Online classes and locations to Spendesk cost centres but please note that we do not automatically create cost centres in Spendesk. You will need to create cost centres manually in Spendesk.
Step 2 - Chart of accounts settings
Step 2 - Chart of accounts settings
Navigate to Settings > Chart of accounts.
On the Bank accounts tab select the right account.
On the Expense accounts tab you can deactivate certain expense accounts that will not be used in Spendesk.
Important note:
To trigger the data mapping again, go to Accounting Setup > Accounting integration and click on Refresh accounting settings.
Next steps
When you have completed the set up, you are ready to start exporting your expenses and payments to QuickBooks Online.