Activating the QuickBooks Desktop Sync

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. 

1. On your Certify homepage, click the gear icon.

2. Under System Integrations, select Configure AP Integration.

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3. Select QuickBooks from the AP Integration drop-down menu, then click Save.

Activate

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

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

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