Certify offers a free integration with QuickBooks and QuickBooks Online. This article shows you how to sync processed expense reports in Certify to your QuickBooks Online account. To enable the QuickBooks Online sync, contact Certify Support.
Step 1: On your account homepage, click into the QuickBooks Sync box when reports are pending.
Step 2: Click the Connect to QuickBooks icon.
Step 3: A pop-up will appear asking if it's okay to be redirected to an Intuit website. Click Yes to continue.
Step 4: Enter your QuickBooks Online user ID and password.
Step 5: Select the appropriate QuickBooks Online company. Click Connect to allow Certify to share data with QuickBooks Online.
Step 6: You will be brought to the QuickBooks Online Synchronization page. If this is the first time using the QuickBooks Online sync, you will need to set your preferences, map employees, and map accounts.
Edit Preferences - Choose to import expense as Checks to Employees or Bills to Vendors, depending on how you have your employees entered in QuickBooks; using the dropdown menu arrows, select a QBO Checking Account from which payments will be made for reimbursable expenses, and select a QBO Credit Card Account for non-reimbursable expenses; click Save Preferences to save your changes
Map Employees - Click the dropdown menu arrow and select the appropriate QuickBooks Employee or Vendor for each Certify User; after mapping employees, click Save Mappings
Map Accounts - Click the dropdown arrow and select the appropriate QuickBooks Expense Account for each Certify Expense Category; you can add a new account to QuickBooks by clicking Add New; edit the name as needed and click the Save icon; when the sync is complete, the new Expense Account will be added to QuickBooks; after mapping categories, click Save Mappings
Certify Departments will be automatically mapped to QuickBooks Classes, when the Certify Department Code matches the QuickBooks Class Name exactly.
Step 7: Select the expense reports you would like to sync to QuickBooks Online, and click Synchronize Expense Reports. If you do NOT want to sync an expense report to QuickBooks Online, select the expense report and select Mark selected Expense Reports as synchronized to permanently remove it from the sync queue.
Step 8: Next, you will be prompted to map QuickBooks Vendors. Click the dropdown menu arrow and select the appropriate QuickBooks Vendor for each Certify Vendor. You can add a new vendor to QuickBooks by selecting Add New. Edit the name as needed, and click the Save icon. When the sync is complete, the new vendor will be added to QuickBooks.
Click Synchronized Expense Reports to complete the synchronization process.
The expense will now appear in your QuickBooks Online account.