Expense codes & integrations | Getting started guide | Extend
Extend: Empowering Teams with Virtual Cards
Extend is once again Tearsheet’s Best Virtual Card Provider, earning the honor for the third year in a row.
Overview
Features
- Virtual cards
- Budgets
- Bill pay
- Receipt management
- Reimbursements
- Reconciliation
- Integrations
- Explore all features
Participating Banks
- American Express
- Banc of California
- BMO
- City National Bank
- Corpay
- HSBC
- PNC
- Regions Bank
- Silicon Valley Bank
- Texas Capital
Extend for
- Vendor payments
- Virtual employee cards
- Expense management
- Tracking spend
- Reconciliation
- Integrated payments
- Custom AI agents
By industry
- Retail & ecommerce
- Legal services
- Construction & manufacturing
- Media & production agencies
- Life sciences & medical
Getting Started Guide
Automate Your Accounting Processes
Save hours of manual reconciliation by automating your expense coding and syncing Extend with your accounting software.
When you connect with your accounting or ERP software — like QuickBooks Online, QuickBooks Desktop, Sage Intacct, Xero, NetSuite and more — and set up your expense category codes in Extend, transactions can be tagged with codes from your general ledger.
You can even create expense category rules that will automatically tag expense categories according to specific conditions.
How Does It Work?
The Owner, Admin, and full-visibility Bookkeeper can set up expense category codes in two ways:
- Automatically add your codes through an integration on the Integrations tab in your org settings.
- Manually add your codes on the Expense Categories tab in your org settings.
Once you’ve set up the expense categories, your team can tag virtual cards and transactions. If a purchase spans multiple purposes, you can split a single transaction across multiple expense categories.
Sync the Extend data with your general ledger in one of two ways:
- Push the transaction data from Extend to your integrated accounting software.
- Upload exported .CSV files to your accounting software to record transactions in your general ledger.
FAQs
Who can set up and manage expense category codes? The Owner, Admins, and full-visibility Bookkeepers can set up and edit expense category codes.
What accounting integrations does Extend offer? Extend integrates with QuickBooks Online, QuickBooks Desktop, and more platforms.
Can I import my physical card transactions into Extend? Yes, select bank issuers support importing physical credit card transactions.
Can I edit a transaction’s expense category after it’s synced? No, once synced, changes must be made in your accounting software.