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Overview of QuickBooks Online native integration

Updated this week

The native integration between Spendesk and QuickBooks Online allows you to have accurate data between your financial tools, and save time at month closing.

Spendesk pulls your master data when you connect to QuickBooks Online and finalize your initial configuration. The integration also provides control of this data in Spendesk to map your QuickBooks Online chart of accounts' settings with your Spendesk accounting setup and analytical fields.

Main benefits of QuickBooks Online native integration

With this accounting integration, you can seamlessly manage your expenses on Spendesk and accounting on QuickBooks Online:

  • Pull your QuickBooks Online master data (bank account, expense accounts, analytical dimensions) into Spendesk;

  • Customize your accounting setup even further to meet your specific needs;

  • Speed up your month closing with bulk exports;

  • Export your payables with analytical split to QuickBooks Online.

QuickBooks Online integration setup

You can easily set up the native integration with QuickBooks Online by following the steps explained in these articles:

Known limitations:

  • The integration does not support automatic reconciliation for expense claims and invoices.

  • The integration does not support FX gain/loss accounts.

Data matching between Spendesk and QuickBooks Online

To help you navigate between Spendesk and QuickBooks Online, we provide you with a terminology correspondence table:

Spendesk

QuickBooks Online

Chart of accounts

Chart of accounts

Analytical fields

Classes, Locations

VAT rates

Tax rates

Bank accounts

Bank accounts

Suppliers

Vendors

Members

Vendors

Payables

Expenses or Bills

Payments

Bill payments

Expense claims

Expenses

Invoices

Bills

Credit notes

Bills

Card purchases

Expenses

Card refunds

Bill payments

FX, ATM & other fees

Bill payments

Wallet loads

Bill payments

Next steps

You can start the integration setup by connecting Spendesk to your QuickBooks Online account.

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