Automate reconciliation with QuickBooks and Extend

Closing the books can be a grueling task every month. Businesses—of all sizes and industries—often face challenges, like lost time and inaccurate reporting. But Extend is here to smooth the process and help you save time and money. In this 45-minute webinar, Mike Varney (VP, Finance & Ops) and Melissa Diano (Product Lead) share in-house expertise on tackling reconciliation with confidence. Discover how teams can save hours, if not days, reconciling card transactions and capturing receipts with Extend’s turnkey QuickBooks Online integration.

Our experts demonstrate everything you need to know about the integration:

• Initial setup and implementation best practices
• How to tag cards and transactions for proactive reconciliation
• Syncing Extend transaction data and receipts to your general ledger
• How to manually upload Extend data to QuickBooks (Online or Desktop versions) as an alternative method

Presented by

Mike Varney

Guest Author

Melissa Diano

Director of Product Management

Talk to the experts

Learn more about Extend and find out if it's the right solution for your business. Contact us

Platform Overview

• The Extend app
• Virtual card API
• AI toolkit
• Preferred bank partners

Features

• Virtual cards
• Budgets
• Bill pay
• Receipt management
• Expense Reports
• Reconciliation
• Integrations

Participating Banks

• American Express
• Banc of California
• BMO
• City National Bank
• Corpay
• HSBC
• PNC
• Regions Bank
• Silicon Valley Bank
• Texas Capital

Solutions

Extend for

• Vendor payments
• Employee cards
• Expense management
• Tracking spend
• Reconciliation
• Integrated payments

By industry

• Retail & ecommerce
• Legal services
• Construction & manufacturing
• Media & production agencies
• Life sciences & medical

Resources

• Case studies
• Blog
• Guides
• Webinars
• Why virtual cards?