Help Center

Activating the QuickBooks Desktop Sync

Follow

Certify offers a free integration with QuickBooks Desktop. This article shows you how to enable the QuickBooks Desktop sync feature in Certify. Please see Using the QuickBooks Online Sync for a step-by-step guide to syncing processed expense reports to QuickBooks Online

 

Step 1: On your account homepage, select Configuration.

Step 2: Under System Integrations, select Configure AP Integration.

 

Step 3: Select QuickBooks from the AP Integration dropdown menu, then click Save.

Step 4: Users with an Accountant role in Certify will now have a new box available on their account homepage for the QuickBooks Sync.

 

Please see the article Using the QuickBooks Sync for a step-by-step guide to syncing processed expense reports to QuickBooks

Was this article helpful?
2 out of 3 found this helpful
Have more questions? Submit a request

Comments