diff --git a/docs/articles/new-expensify/connections/Set-up-QuickBooks-Online-connection.md b/docs/articles/new-expensify/connections/Set-up-QuickBooks-Online-connection.md new file mode 100644 index 000000000000..6bc3b0896912 --- /dev/null +++ b/docs/articles/new-expensify/connections/Set-up-QuickBooks-Online-connection.md @@ -0,0 +1,126 @@ +--- +title: Set up QuickBooks Online connection +description: Integrate QuickBooks Online with Expensify +--- +
+ +{% include info.html %} +To use the QuickBooks Online connection, you must have a QuickBooks Online account and an Expensify Collect plan. The QuickBooks Self-employed subscription is not supported. +{% include end-info.html %} + +The features available for the Expensify connection with QuickBooks Online vary based on your QuickBooks subscription. The features may still be visible in Expensify even if you don’t have access, but you will receive an error if the feature isn't available with your subscription. + +Here is a list of the features supported by each QuickBooks Online subscription: + +| Feature | Simple Start | Essentials | Essentials Plus | +|----------------------------|--------------|------------|-----------------| +| Expense Reports | ✔ | ✔ | ✔ | +| GL Accounts as Categories | ✔ | ✔ | ✔ | +| Credit Card Transactions | ✔ | ✔ | ✔ | +| Debit Card Transaction | | ✔ | ✔ | +| Classes | | ✔ | ✔ | +| Customers | | ✔ | ✔ | +| Projects | | ✔ | ✔ | +| Vendor Bills | | ✔ | ✔ | +| Journal Entries | | ✔ | ✔ | +| Tax | | ✔ | ✔ | +| Billable | | | ✔ | +| Location | | | ✔ | + +To set up your QuickBooks Online connection, complete the 5 steps below. + +# Step 1: Set up employees in QuickBooks Online + +Log in to QuickBooks Online and ensure all of your employees are setup as either Vendors or Employees using the same email address that they are listed under in Expensify. This process may vary by country, but you can go to **Payroll** and select **Employees** in QuickBooks Online to add new employees or edit existing ones. + +# Step 2: Connect Expensify to QuickBooks Online + +
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  1. Click your profile image or icon in the bottom left menu.
    2. +
  2. Scroll down and click Workspaces in the left menu.
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  3. Select the workspace you want to connect to QuickBooks Online.
    4. +
  4. Click More features in the left menu.
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  5. Scroll down to the Integrate section and enable the Accounting toggle.
    6. +
  6. Click Accounting in the left menu.
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  7. Click Set up to the right of QuickBooks Online.
    8. +
  8. Enter your Intuit login details to import your settings from QuickBooks Online to Expensify.
    9. +
+ +# Step 3: Configure import settings + +The following steps help you determine how data will be imported from QuickBooks Online to Expensify. + +
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  1. Under the Accounting settings for your workspace, click Import under the QuickBooks Online connection.
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  2. Review each of the following import settings:
    3. + +
+ +# Step 4: Configure export settings + +The following steps help you determine how data will be exported from Expensify to QuickBooks Online. + +
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  1. Under the Accounting settings for your workspace, click Export under the QuickBooks Online connection.
    2. +
  2. Review each of the following export settings:
    3. + +
+ +# Step 5: Configure advanced settings + +The following steps help you determine the advanced settings for your connection, like auto-sync and employee invitation settings. + +
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  1. Under the Accounting settings for your workspace, click Advanced under the QuickBooks Online connection.
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  2. Select an option for each of the following settings:
    3. + +
+ +{% include faq-begin.md %} + +**Why do I see a red dot next to my connection?** +If there is an error with your connection, you’ll see a red dot next to Accounting in the left menu. When you click Accounting, you’ll also see a red dot displayed next to the QuickBooks Online connection card. + +This may occur if you incorrectly enter your QuickBooks Online login information when trying to establish the connection. To resubmit your login details, +1. Click the three-dot menu to the right of the QuickBooks Online connection. +2. Click **Enter credentials**. +3. Enter your Intuit login details (the login information you use for QuickBooks Online) to establish the connection. + +{% include faq-end.md %} + +