QuickBooks Online integration

Everything you need to know about the QuickBooks Online integration.

Save time reconciling the books

1 min read

Key takeaways: Extend + QuickBooks Online

• Sync Extend card transactions, receipts, and enriched metadata directly into QuickBooks Online
• Reduce manual reconciliation with pre-categorized expenses and cleaner general ledger mapping
• Speed up month-end close with centralized spend and expense data across virtual and physical cards

Closing the books can be a huge hassle every month. Businesses—of all sizes and across industries—often face similar challenges, like lost time and inaccurate reporting.

But fear no more! Extend offers a turnkey integration with QuickBooks Online to help you and your finance team save hours, if not days, reconciling the company credit card statement.

There’s a simpler way! Extend’s turnkey integration with QuickBooks Online helps you and your finance team save hours—if not days—by centralizing spend and expense data, capturing receipts, and streamlining reconciliation across virtual and physical card transactions*.

🔐 Feature availability

Accounting integration is available to select supported banks and organizations on the Pro and Enterprise plans.

If you’re on a Starter plan and want to enable this feature, you can upgrade in app or contact your Admin or Account Manager to learn more.

Key Takeaway: This guide will show you everything you need to know about the integration, including:

• Initial setup and implementation best practices
• Tagging cards and transactions for proactive reconciliation and accurate general ledger mapping
• Syncing Extend transaction data, receipts, attachments, and metadata to your general ledger

In a nutshell, this setup guide will empower you to save time, improve expense accuracy, and tackle each reconciliation cycle with confidence.

_ *Physical card transactions currently available for select bank partners._ [Learn more]

Next Steps

1. Connect to QuickBooks Online
2. Learn how to tag transactions
3. Sync your transaction data

For any assistance, check the Help Center.