QuickBooks

Overview

Connect QuickBooks to your Eloope Expense account to automatically sync your expense data for seamless accounting and financial management.

How it works

Connecting to QuickBooks will allow you to sync expense data directly to your QuickBooks company, as well as automatically create expenses, bills, and vendors from your expense management workflow.

Features

• Automatic expense sync
• Chart of accounts mapping
• Bill creation from expense reports
• Auto-create vendors from employee names
• Category to expense account mapping

Configure

1. 1.Navigate to Admin Settings > Integrations in your Eloope Expense dashboard.
2. 2.Click "Connect" on the QuickBooks integration card.
3. 3.Sign in to your QuickBooks account and authorize access.
4. 4.Select your default bank/payment account and expense account.
5. 5.Configure vendor settings and auto-create preferences.

Note: Only expenses that are submitted and approved will be synced to QuickBooks.

Find more information on connecting QuickBooks with Eloope here.