Map Accounts - Click the dropdown arrow and select the appropriate QuickBooks Expense Account for each Certify Expense Category you can add a new account to QuickBooks by clicking Add New edit the name as needed and click the Save icon when the sync is complete, the new Expense Account will be added to QuickBooks after mapping categories, click Save MappingsĬertify Departments will be automatically mapped to QuickBooks Classes, when the Certify Department Code matches the QuickBooks Class Name exactly. Map Employees - Click the dropdown menu arrow and select the appropriate QuickBooks Employee or Vendor for each Certify User after mapping employees, click Save Mappings Click Save Preferences to save your changes If your full QuickBooks account path is not shown in the Map Accounts section, use the Show Full Path check box to increase the number of sub accounts the Certify mapping tool displays. If this is the first time using the QuickBooks Online sync, you will need to set your preferences, map employees, and map accounts.Įdit Preferences - Choose to import expense as Checks to Employees or Bills to Vendors, depending on how you have your employees entered in QuickBooks using the dropdown menu arrows, select a QBO Checking Account from which payments will be made for reimbursable expenses, and select a QBO Credit Card Account for non-reimbursable expenses. Step 6: You will be brought to the QuickBooks Online Synchronization page. Click Connect to allow Certify to share data with QuickBooks Online. Step 5: Select the appropriate QuickBooks Online company. Step 4: Enter your QuickBooks Online user ID and password. Step 3: A pop-up will appear asking if it's okay to be redirected to an Intuit website. Step 2: Click the Connect to QuickBooks icon. Step 1: On your account homepage, click QuickBooks Online Sync when reports are pending. To enable the QuickBooks Online sync, reference our Activating the QuickBooks Online Sync article. This article shows you how to sync processed expense reports in Certify to your QuickBooks Online account. Certify offers a free integration with QuickBooks.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |