Set up your charts of accounts (US customers)

Connect and set up accounts (Settings > Accounting)

Updated yesterday

Step 1: Connect to Quickbooks

Go to Settings > Accounting to connect to Quickbooks. Find "Accounting integration".

Select "Connect to Quickbooks".

Sign in using your Quickbooks credentials.

🔥 Your Spendesk account is now synchronized with Quickbooks!

Step 2: Set up your charts of account on Spendesk

Bank accounts tab

Here, you need to select the bank account set up for Spendesk in QBO - so that payables will be exported against the right account.

Expense accounts

All expense accounts and sub-accounts are visible in this section - all updates need to happen on QBO.

Please note that you cannot select which expense account you want to make available in Spendesk.

All of our Quickbooks articles:

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