Exporting receipts to QuickBooks Online
With Quickbooks Online, you can export your items as one of the following:
- Cash Expense
- Credit Card Expense
- Check Expense
- Vendor Credit
A user can either manually select the location to export an item to, or the Export As field can be set at the receipt item level either manually or by using the app integration settings and merchant default rules.
Before exporting to QuickBooks online, ensure that a valid category is set for your receipt items. The category corresponds to the Chart of Accounts set up in your QuickBooks Online account and this field is required in order to successfully export to QuickBooks Online.
When exporting as a type Expense, a payment method must be selected and that payment method must be linked to a bank account in your QuickBooks Online account. Payment methods can be managed by navigating to Setup > Payment Methods. The bank accounts set up in your QuickBooks Online account will be available for linking to a payment method by creating a new one or editing an existing one.