QuickBooks integration

Connect Eloope to QuickBooks to sync approved expenses, create bills, and map expense categories to your QuickBooks chart of accounts.

What the QuickBooks integration does

The QuickBooks integration eliminates manual data entry between Eloope and your accounting system. Once connected, you can:

• Sync approved expense reports directly to QuickBooks.
• Create QuickBooks bills from approved expense reports.
• Map Eloope expense categories to your QuickBooks chart of accounts.
• Automate the sync process using workflows in the automation editor.

Connect QuickBooks

1. Go to Admin Settings in the left sidebar.
2. Click Integrations.
3. Find QuickBooks in the list and click Connect.
4. A QuickBooks sign-in window opens. Enter your QuickBooks credentials.
5. Select the QuickBooks company you want to connect.
6. Review the permissions and click Authorize.
7. You are redirected back to Eloope. The QuickBooks integration now shows as Connected.

Note: You need admin access to your QuickBooks account to authorize the connection. The QuickBooks integration is available on the Business plan and above.

Map expense categories to QuickBooks accounts

After connecting, map your Eloope expense categories to the corresponding accounts in your QuickBooks chart of accounts. This ensures expenses land in the right accounts when synced.

1. Go to Admin Settings > Integrations > QuickBooks.
2. Click Account Mapping.
3. For each Eloope category, select the matching QuickBooks account from the dropdown.
4. Click Save Mapping.

Warning: Nmapped categories will not sync to QuickBooks. Make sure every active category has a corresponding QuickBooks account before syncing.

Sync expenses to QuickBooks

You can sync approved expense reports to QuickBooks manually or automatically.

Manual sync:

1. Open an approved expense report.
2. Click Sync to QuickBooks in the report actions menu.
3. Eloope creates the corresponding entries in QuickBooks.

Automated sync:

1. Open Automation in the left sidebar.
2. Create a new workflow with the trigger Report approved.
3. Add an action node and select Sync to QuickBooks.
4. Save and activate the workflow.

Every approved report will now sync to QuickBooks automatically.

Create QuickBooks bills

You can create QuickBooks bills directly from approved expense reports.

1. Open an approved expense report.
2. Click Create Bill in QuickBooks from the actions menu.
3. Review the bill details and confirm.
4. The bill appears in your QuickBooks Bills section, ready for payment.

Disconnect QuickBooks

1. Go to Admin Settings > Integrations.
2. Find QuickBooks and click Disconnect.
3. Confirm the disconnection.

Disconnecting stops all syncing between Eloope and QuickBooks. Previously synced data remains in QuickBooks. You can reconnect at any time.

Related articles

• Integrations overview
• Build a workflow