Overview

The Extend app
Web & mobile app
Virtual card API
AI toolkit
Preferred bank partners

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

QuickBooks Online integration

Key takeaways: Tagging transactions for QuickBooks Online

• Assign expense categories before syncing to ensure accurate general ledger mapping
• Speed up reconciliation by tagging transactions individually, in bulk, or at the virtual card level
• Reduce manual coding with rules and AI-powered category suggestions for future transactions

With the QuickBooks Online integration connected, you and your team can tag cards and transactions with the expense category codes available in your QuickBooks account. This helps ensure every charge—virtual or supported physical card—is ready for reconciliation.

Each cleared transaction must have an Account expense category assigned before you can push it to QuickBooks. This ensures the transaction data maps correctly to your general ledger.

How it works

1. Code an individual transaction
   Tag a transaction directly from the transactions table or flyout with the appropriate expense category.

2. Bulk code transactions
   Select multiple transactions and apply expense categories in one click — perfect for month-end cleanup.

3. Tag virtual cards
   To save time, you can tag a virtual card with expense categories. These categories will automatically apply to all future transactions on that card.

4. Expense category rules
   Create rules to automatically code transactions based on virtual card, merchant, funding source, and other conditions.

5. AI-powered category suggestions
   When enabled, Extend will analyze your historical coding patterns and suggest (or automatically apply) the most likely expense category as new transactions come in.

Expense categories can be edited on a transaction before it is synced to QuickBooks. Once synced, changes must be made directly in QuickBooks.

For more information on setting up your expense categories, please refer to Creating and managing expense categories.