In order to utilise direct integration, you will need to link your QuickBooks accountancy package to ExpenseIn. For security reasons, ExpenseIn will never link your ExpenseIn account and accountancy package together for you. This must be done by an authorised person from your company.
To connect your accountancy package to ExpenseIn for integration:
1. Click on Admin.
2. Click on Integration.
3. Click on the Connect to QuickBooks button.
4. You will now be directed to the Intuit QuickBooks sign in page to authenticate by entering your QuickBooks credentials.
Please note: We will not store or have access to your login credentials for your QuickBooks accountancy package.
5. If you have multiple companies within your QuickBooks setup, you will be asked to select the company you would like to connect to.
If you only have one company setup within QuickBooks, this step will be skipped and you will now have successfully connected to QuickBooks.
Please review our FAQ's or contact us via Live Chat or by emailing email@example.com with any of your ExpenseIn system queries.