To use the direct integration with QuickBooks, you'll need to link your QuickBooks account to ExpenseIn.

Note: For security reasons, ExpenseIn will never link your ExpenseIn account and QuickBooks account for you. This must be done by an authorised person from your company.

To connect your QuickBooks account to ExpenseIn, follow the steps below:

1. Click the Account Name > Admin.

2. In the Integrations section, click the Accounting subheading.

3. Locate QuickBooks from the available connections list and click the Connect button.

4. You'll be redirected to the Intuit QuickBooks sign in page to authenticate your QuickBooks account.

Note: ExpenseIn will not store or have access to your login credentials for your QuickBooks account.

5. If you have multiple companies within your QuickBooks setup, you'll be asked to select the company you want to connect to.

Note: If you only have one company setup within QuickBooks, this step will be skipped.

6. Go back to the Accounting page to ensure the QuickBooks integration has a Connected status.

Once the status displays as Connected, you can use the direct integration to post expenses and invoices to QuickBooks.

If you have any further questions or have any issues connecting the QuickBooks integration, contact our Support team via Live Chat or by emailing support@expensein.com.