How do I connect my QuickBooks Online Accounting software to Abacus

Step 1: Authenticate the integration

To connect your Quickbooks Online account to Abacus, the first step is to log in to your Abacus account and head to the Accounting Sync tab of your company settings. (Note: only admins can edit the accounting sync settings). 

Click the 'Connect to QuickBooks' button, and select QuickBooks Online

Click the "connect to quickbooks Icon, and you'll be prompted to sign into your Quickbooks account.

Next, select the company you're working with (there will usually only be one option here). 

Click "Authorize."

Great! The connection to your Quickbooks is all set up, and now you need to configure the integration

Step 2: Select a Default Bookkeeping Category

The next step is selecting a default bookkeeping category, which is usually something like "miscellaneous" or "other." This is the GL account that will be applied to any expense that is missing a category or has a category that isn't mapped to an extant GL account from your QB. 

Step 3: Select a source Bank Account

You can select Cash or Accrual method for your reimbursable sync. You can read more about these options  here

Select your close date. This is something that you will need to update every time you officially close your books in QuickBooks:

Click SAVE at the bottom of the page. 

Step 4: Map your Categories to your Chart of Accounts

Customize your Abacus Category list, and then map each item to a GL account:

Step 5 (optional): Configure your Corporate Cards

Each time a corporate card expense is approved in Abacus, we will push a corresponding transaction into Quickbooks Online. Once you've connected your corporate card account to Quickbooks, complete the set up by navigating to the  Accounting Sync tab in your settings. 

If you have one card feed in Quickbooks, select the second option to sync to one card feed. Select the card feed from the drop down menu, and click "Save." 

If you have multiple card feeds in your Quickbooks, select the last option to sync to multiple card feeds. You will need to map each card to the correct feed. Click "none" to view a drop down menu of available card feeds. Click "Save," and you're done! 

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