QuickBooks Online setup

Connecting Your QuickBooks Online Account

Navigate to Setup > App Integration.

In the QuickBooks Online panel click the green Connect button. This will re-direct you to a QuickBooks login screen. Login to the QuickBooks account that would like to connect to your Receipt Stash account.

After you have entered your QuickBooks Online login details, QuickBooks will re-direct you back to Receipt Stash and will have set pre-defined exporting defaults for your account. To view and edit these, click on the Settings button in the QuickBooks Online panel. A window will appear where you can change the default export settings, and toggle the automatic export function.

Any merchant exporting rules you have set up will override the integration export settings.

Syncing Your Data from QuickBooks Online to Receipt Stash

If you make any changes to your chart of accounts or tax rates in QuickBooks, these will automatically sync to your Receipt Stash account every 24 hours. You can manually sync the changes with Receipt Stash at any time by clicking the Refresh Lists button at the bottom of the settings window.

Setting Up Payment Methods

To accurately export your expenses to QuickBooks, you will need to set up payment methods in your Receipt Stash account and link each one to a bank account that you have set up in your QuickBooks Online account.

Navigate to Setup > Payment Methods and add any relevant payment methods by clicking on the green Add Payment Method button on the left hand side of the control panel above the payment methods table. Select an associated bank account from the dropdown list - this list will be populated from your QuickBooks Online account.

When you export receipts to your QuickBooks Online account, the payment method and bank account data will go with it and be populated against the record in your QuickBooks Online account.

If you export a receipt without a payment method or bank account, a default will be automatically selected, as this is mandatory for QuickBooks Online.

Disconnecting Your QuickBooks Online Account

If you want to disable the QuickBooks Online integration, click the red Disable button. If you want to change the QuickBooks account that is connected, click the blue Change button. in the settings window.

Using Receipt Stash with QuickBooks Online

The next step after connecting your QuickBooks Online account, is discovering how to use Receipt Stash to interact with it. Find out more by checking out the bellow support articles: