Getting started guide

With the QuickBooks Online integration connected, you and your team can tag virtual cards and transactions with the expense category codes available in your QuickBooks account—a smart move for proactive reconciliation.

Each cleared transaction must have an expense category assigned before you can push it to QuickBooks. The expense category tag ensures the transaction data maps correctly to your general ledger.

How it works

📍On any Virtual Card or Transaction details page, navigate to the section called “Expense Categories.” This can be done on the web or mobile app.

• Select an expense category code to automate the reconciliation process. You can add tags from the pre-populated drop-down menu at any time, whether at the point of virtual card creation or after a transaction clears.
• If you need to change an expense category, be sure to re-sync the transaction data to your QuickBooks general ledger to capture the latest edit. (More on this process in the next section!)

Note: If you tag a virtual card with an expense category code, this tag will apply to all transactions cleared on the card.