Follow the steps below to set up your QuickBooks Online integration in Divvy. Once the integration is set up and mapped, you can view and manage custom field options mapped to the QuickBooks Online integration.

  1. In QuickBooks Online, create a Divvy credit card account.

    1. Navigate to the Chart of Accounts view within QuickBooks Online and select ‘New’

    2. Name the credit card account something like “Divvy Credit Card” so it’s obvious that this is the one related to Divvy transactions.

  2. In Divvy, click the Integrations link in the Navigation Menu.

  3. Find the QuickBooks Online integration and click the Connect button.

  4. Click the Connect to QuickBooks button and log in to your account.

  5. Configure your accounting integration.

Note: It is recommended to map custom fields that are required on all budgets. This will prompt employees who use a Divvy card to categorize the expense.

This video covers how to set up and use Divvy's QuickBooks Online integration:

Accounting Integration Auto Sync

Divvy’s integration with QuickBooks Online allows for automatic syncing at the end of each day. If you’d like to enable auto syncing of your transactions, toggle the Auto Sync button in the QuickBooks configuration settings.

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 seven days and it will only sync transactions that have never been synced before.

  • If a transaction takes more than seven days to complete, it will not be synced via the auto-sync.

  • The seven-day clock starts on the day that the transaction clears.

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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