Activating the QuickBooks Online Sync

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

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


2. Under System Integrations, select Configure AP Integration.


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


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


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