QuickBooks

www.quickbooks.com
Included in: ExpenseCloud Paid Plans

Export ExpenseCloud's Employee Expense Reports Or Client Invoices Directly Into QuickBooks

25 million businesses rely on QuickBooks to run their business. With the combined solutions, companies can now export employee expense reports into QuickBooks, eliminating any manual entry and making sure employees are properly reimbursed. ExpenseCloud supports both QuickBooks Online and QuickBooks Desktop versions. Setting up the export takes less than a few minutes. With this powerful integration, you can synchronize your employees and vendors, including which accounts you would like to export too. ExpenseCloud supports exporting either each line item within the expense report or creating a single entry of the entire value.

Setting Up QuickBooks Desktop (Windows version 2009 or newer) and ExpenseCloud

Intuit has introduced a new sync feature that with little effort connects your QuickBooks Desktop (Windows version 2009 or newer) with ExpenseCloud through the Intuit Workplace. You will need to be logged into the Intuit WorkPlace as an administrator in order to setup the sync between QuickBooks Desktop and ExpenseCloud.

To Connect ExpenseCloud to QuickBooks, sign into Intuit Workplace and select the ExpenseCloud application. You can get the ExpenseCloud application at the Intuit Workplace.

More details on setting up QuickBooks Desktop and ExpenseCloud can be found here.

Getting Started With QuickBook Online And ExpenseCloud

To access the QuickBooks integration, you will need to have an ExpenseCloud paid subscription plan and a QuickBooks Online Edition account (sign up here for a free account)

How do I setup ExpenseCloud with my QuickBooks Online account?

ExpenseCloud export into QuickBooks is a simple one-time set up that links accounts, vendors and employees information between ExpenseCloud and QuickBooks. As expense reports are created and approved in ExpenseCloud, the integration allows a seamless synchronization, ensuring all of the most up-to-date expense information is saved and available in QuickBooks.

There are two ways to set up and add your QuickBooks credentials - Either from the Settings page or within your expense report.

To setup from Settings page:

1. Select Settings
2. Go to Report Settings
3. Click +Add New button
4. Select the QuickBooks checkbox and click Next
5. Select the down arrow next to QuickBooks
6. Complete the QBOE Connection Interview. The result will be configuring your ExpenseCloud/QuickBooks connection. A token will be provided at the end of the process.
7. Enter the connection ticket in the box.
8. Enter additional approvers you want to receive a copy of the PDF report when exported
9. Click Save

To setup from an expense report

1. Select one of your expense reports from the View sub-category (under the Reports Tab)
2. Select Change Settings or Setup
3. Select the QuickBooks checkbox and click Next
4. Complete the QBOE Connection Interview. The result will be configuring your ExpenseCloud/QuickBooks connection. A token will be provided at the end of the process.
5. Enter the connection ticket in the box.
6. Enter additional approvers you want to receive a copy of the PDF report
7. Click Save