Spendesk supports a native integration with QuickBooks Online, allowing you to seamlessly export your payables and synchronize your accounting data.
To access this integration with QuickBooks Online, you need us to grant you access beforehand. Please contact your Customer Success Manager or Account Manager.
Prerequisites:
You must be an Administrator in QuickBooks Online;
You must be an Account Owner or Controller in Spendesk.
Connection steps
Once you have the feature granted by Spendesk, you can switch integration on your Spendesk account, and proceed with the initial configuration on QuickBooks Online.
Step 1 - Select integration on Spendesk
Step 1 - Select integration on Spendesk
Go to Spendesk and navigate to Settings > Accounting Setup and click Switch Integration.
Choose QuickBooks Online in the dropdown.
Read through an explanation of what switching an accounting integration means and click Continue.
Click Switch Integration.
Step 2 - Connect Spendesk to QuickBooks Online
Step 2 - Connect Spendesk to QuickBooks Online
Follow the steps to allow the connection with QuickBooks Online.
Your connection will be marked as 'active' on Spendesk.
After a successful connection you will be redirected back to the Accounting Setup page on Spendesk where you will see the status of your connection. Your bank account, expense accounts and analytical dimensions will be pulled from QuickBooks Online in the background.
Next steps
You can now start the configuration of Spendesk to use QuickBooks Online accounting setup.