Connect to QuickBooks Online | QuickBooks Online integration | Extend

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QuickBooks Online integration

01. QuickBooks integration overview

02. Connect to QuickBooks Online

05. QuickBooks integration support

Best practices for setting up your integration

Key takeaways: Connecting Extend to QuickBooks Online

Integration setup takes just a few minutes when role and account requirements are met
Once connected, Extend automatically pulls in your existing QuickBooks expense codes
Teams can tag transactions using familiar accounting fields for faster, more consistent reconciliation

Requirements for Connection:

You must have a registered credit card account in Extend.
You must be an Owner or Admin in Extend.
You must have an active credit card account defined in QuickBooks Online.
You must be a QuickBooks Online admin.

How it works

Log into the Extend web app and navigate to the Organization Settings page. Follow the on-screen prompts to complete the process. The prompts will guide you through logging into QuickBooks, authenticating the integration, then confirming the default credit card account Extend data will sync.

The integration will sync the following QuickBooks expense code fields:

Accounts
Location
Customer / Project
Class
Vendor

Note: If at any time you wish to disable the QuickBooks Online integration online, simply click “Manage” on the QuickBooks tile and follow the on-screen instructions.