Activating the QuickBooks Online Sync

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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.

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

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

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

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Step 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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