Follow the steps below to set up your QuickBooks Online integration in Divvy. After your integration has been completely set up, you need to configure the integration in order for transactions to sync.
Once the integration is set up and mapped, you can view and manage custom field options mapped to the QuickBooks Online integration.
Table of Contents
Create Credit Card Account
In QuickBooks Online, complete the following steps:
From the Company menu, select the Chart of Accounts option.
Click the Account link and then click the New option
Click the Credit Card button and select Continue
In the Add New Account window, enter a name for the credit card. Give the credit card account a name like “Divvy Credit Card” so it’s obvious that this is the one related to Divvy transactions.
Click the Save & Close button.
Configure Integration
CIick the Integrations link in the Divvy Navigation Menu.
Find the QuickBooks Online integration and click the Connect button.
Click the Connect to QuickBooks button and log in to your account.
Select Credit Card Account
CIick the Integrations link in the Divvy Navigation Menu.
Find the QuickBooks Online integration [1] and click the Configure button [2].
In the Divvy credit card account drop-down menu, select the credit card account you created in QuickBooks.
Configure Integration
After your QuickBooks integration has been completely set up, you need to configure the integration in order for transactions to sync.
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.
Setup Video
This video covers how to set up and use Divvy's QuickBooks Online integration:
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.