Help documentation

Zoho Expense - QuickBooks Online integration

Employee expenses are an essential part of accounting. Your job would become a lot easier if the expenses incurred on behalf of your company are reported and accounted for on a timely basis. This also accelerates the reimbursement process. That’s precisely what we facilitate by integrating Zoho Expense with QuickBooks Online. Choose how the sync should take place and export your expenses from Zoho Expense to QuickBooks with the click of a button.

This integration is available for organizations using the Simple start, Essentials and Plus plans of QuickBooks Online.

Click on the below links to easily navigate through the page:

Setup

Complete the setup and ensure that all your Approved expenses find their way to the corresponding QuickBooks account.

The setup mainly involves two steps:

Authorizing access to QuickBooks Online:

Initiate setup with QuickBooks

Authorizing QuickBooks setup

Authorizing QuickBooks setup

Configuring the integration:

Import from QuickBooks Online:

QuickBooks Online

The following can be imported from QuickBooks Online:

Note: By doing so, the existing options of the tag would become inactive.

Customizing QuickBooks setup

Export to QuickBooks Online:

Choose how you would like to export your expenses to QuickBooks Online:

Reimbursable expenses can be exported as:

Bill:

Customizing QuickBooks setup

Note: Reimbursable expenses cannot be exported as a Bill in the Simple Start plan of QuickBooks Online. It can be exported as Journals only.

Journal:

Customizing QuickBooks setup

Non-reimbursable expenses can be exported as:

Expenses:

Customizing QuickBooks setup

Exporting advance payment:

Recording advance payment

When exported as a Bill:
When exported as a Journal:

Exporting your reports to QuickBooks Online

Once the report is approved, it is ready to be exported to your QuickBooks account. It can be automatically exported to QuickBooks upon approval or manually exported by the admin who initiates the integration with QuickBooks.

Choose how to export

If you choose to export your reports manually, perform the following steps:

Export to QuickBooks

Note: For now, details on advance payment will not be exported to QuickBooks. Support for this features will be provided in the next update.

Mapping Card Feeds

Sometimes, you might want to export card feeds recorded in Zoho Expense to QuickBooks for accounting or other purposes. You can export your card feeds in Zoho Expense to QuickBooks in a few simple steps:

1) Associate a card feed in Zoho Expense with a card in QuickBooks.

Mapping card feeds

2) Export reports associated with the card in Zoho Expense to QuickBooks.

3) View all transactions of this card in QuickBooks.

Note: You can view the exported transactions under the associated card’s feed in QuickBooks.

Disconnecting the integration

On disconnecting the integration, you can no longer export your expense reports to QuickBooks. Also, the instant sync option will be disabled. All your accounts, users and customers from QuickBooks will continue to remain active in Zoho Expense.

show details

disconnect option

Confirm disconnect

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