To use the QuickBooks direct integration to post expense and invoice data, or to synchronise reference data, you must first link your QuickBooks account to ExpenseIn.

Note: For security reasons, ExpenseIn cannot link your ExpenseIn account and QuickBooks account on your behalf. This must be completed 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 does not store or have access to your QuickBooks login credentials.

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:

If you have any questions or have any issues connecting the QuickBooks integration, contact our Support team for assistance.