First create a Divvy credit card account within QuickBooks Online.
To do this, navigate to the Chart of Accounts view within QuickBooks Online and select ‘New’
It’s suggested to name it something like “Divvy Credit Card” so it’s obvious that this is the one related to Divvy transactions.
Log into Divvy on a web browser and click the Integrations link in the Navigation Menu.
Click the Configure button under the QuickBooks Online integration and you will be prompted to sign into your QuickBooks Online account.
Within the QuickBooks Account Setup section select to configure the Divvy Credit Card Account.
Click the Configure button for Chart of Accounts.
You will see the Map Chart of Accounts page that displays all of your QuickBooks Online accounts. From this page you will map QuickBooks Online accounts to Divvy custom field options. These options are available when a transaction occurs to categorize the transaction for accounting purposes.
To select the custom field in Divvy to use for mapping, click the Divvy Custom Field drop-down menu (indicated by the Divvy logo). You can create a new custom field from this page or select an existing one.
To map a custom field option to a QuickBooks account, click the Divvy Mapping drop-down menu and select the option you want to map.
To remove an account from your mapping, click the checkbox next to the account. Then click the Un-Map Accounts button.
To save your mapping selections, click the Save button. If you click the X icon in the upper left corner, it will not save your work.
You can either map Location, Class, and Projects now or if you do not need to map those accounts you can select ‘Done’ on the bottom and your integration setup is finished!
Learn more about configuring an accounting integration in Divvy.
Check your Work
It is suggested to check that the custom field(s) that have been mapped are required on all budgets. This will prompt employees who use a Divvy card to categorize the expense.
You can also confirm that your custom field is mapped to QuickBooks Online by navigating to Settings, then selecting ‘Transactions’. Within the list of custom fields locate the one you have mapped to QuickBooks Online and after clicking on it select “Option Settings”. You will see all of the options cardholders have available to categorize a transaction. All of the mapped options will have a padlock icon indicating that they cannot be deleted. If an option has an “X” icon next to it that option has not been mapped to an account within the QuickBooks Online integration and may need to be mapped or deleted so that when synced to QuickBooks Online the transaction will be correctly categorized.
This video covers how to set up and use Divvy's QuickBooks Online integration:
Auto sync with your accounting system
Divvy’s integration with QuickBooks Online allows for automatic syncing at the end of each day. Toggle the Auto Sync button in the QuickBooks configure menu if you’d like to enable auto syncing of your transactions.
Here is what happens when the toggle is activated.
Divvy will sync with your accounting software nightly. (Generally around midnight)
Divvy will look back to completed transactions for the last 7 days, and it will only sync transactions that have never been synced before.
If a transaction takes more than 7 days to complete, it will not be synced via the auto-sync.
The 7 day clock starts on the day that the transaction clears.