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Save hours of manual reconciliation by automating your expense coding and syncing Extend with your accounting software. Extend’s integration provides a rich data set for all synced transactions, as it records metadata that your credit card issuer may not have.
When you connect with your accounting or ERP software—like QuickBooks Online or NetSuite—and set up your expense category codes in Extend, you and your team can tag transactions with codes from your general ledger. You can even create expense category rules that will automatically tag expense categories to transactions according to specific conditions.
Tagged transactions will map to your connected general ledger along with virtual card metadata and receipts, making for cleaner bookkeeping and more time to focus on your business.
1. The Owner, Admin, and full-visibility Bookkeeper can set up expense category codes in one of two ways:
a. Automatically add your codes through an integration on the Integrations tab in your org settings. Once connected, Extend pulls in the chart of accounts associated with your registered credit card account.
b. Manually add your codes on the Expense Categories tab in your org settings. Reach out for help importing your codes.
2. Once you’ve set up the expense categories, your team can tag virtual cards and transactions.
Additionally, you can set up rules with conditions that will automatically code transactions on the Accounting Automation tab in your org settings. Rules can apply to transactions made with different credit cards or budgets, merchant category codes, and merchant names.
3. Sync the Extend data with your general ledger in one of two ways:
Who can set up and manage expense category codes, rules, and accounting integrations?
The Owner, Admins, and full-visibility Bookkeepers have permission to set up and edit expense category codes and rules, as well as connect accounting integrations. However, to complete an integration, you will also need to be an admin of your accounting software.
What accounting integrations does Extend offer?
Currently, Extend offers integrations with QuickBooks Online and NetSuite. Stay tuned as we roll out more integrations!
What data syncs from Extend to my accounting software or ERP system?
The data fields vary slightly by platform.
Can I import my physical card transactions into Extend?
Select bank issuers support importing physical credit card transactions into Extend. If you qualify, you can follow these steps to set it up. This is a great way to maintain visibility over all card spending in one convenient place.