Setting up the integration only takes a few minutes. But, in order to connect Extend with QuickBooks Online, you must first meet the following requirements:
1. You must have a registered credit card account in Extend.
If you attempt the integration, but the organization has not yet registered any card accounts in Extend, a pop-up will display instructing you to first add a card account.
2. You must be an Owner, Admin, or Bookkeeper in Extend.
These roles have permission to set up an integration for your organization. If you do not hold one of these roles, you can either request a role assignment from your Owner or an Admin or they can complete the integration process.
3. You must have a credit card account defined in QuickBooks Online.
If you have not yet defined any accounts in QuickBooks (type = ‘credit card’), you will need to complete the credit card account setup before completing the integration.
4. You must be a QuickBooks admin.
If you do not hold this role in QuickBooks, you will need to contact the QuickBooks admin for your company to complete the integration, as the process requires an admin login and authentication.
If you meet all of the above criteria, you’re ready to begin!
How it works
📍Log into the Extend web app and navigate to the Organization Settings page.
Click on the Integrations tab.
Select Connect on the QuickBooks tile.
Follow the on-screen prompts to complete the process. One of the prompts will require you to log into QuickBooks, authenticate the integration, and select the credit card account to which Extend data will sync.
🎉 Once you’ve successfully connected, a green banner will appear at the bottom of the screen, and the Quickbooks tile will indicate “Connected.”
The integration automatically pulls in your existing QuickBooks expense codes. Now, anyone in your organization can tag their virtual cards and transactions with the expense codes you use in QuickBooks today—an excellent way to proactively reconcile the books!
The integration will sync the following QuickBooks expense code fields:
Accounts
Location
Customer / Project
Class
Vendor
Note: If your organization is already connected to another integration, other tiles on the Integrations tab will appear grayed out because you can only connect one integration at a time. Please disconnect before proceeding to connect with QuickBooks.
If for any reason you need to disconnect the QuickBooks integration, simply click “Manage” on the QuickBooks tile and follow the on-screen instructions.
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