First create a Divvy credit card account within QBO.
To do this, navigate to the Chart of Accounts view within QBO 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 QBO integration and you will be prompted to sign into your QBO account.
Within the Quickbooks Account Setup section select to configure the Divvy Credit Card Account.
Next select the option to configure the Chart of Accounts.
Select the Divvy custom field that you would like to map to your QBO accounts.
You can create a new custom field from this page or select an existing one.
You will see the Chart of Accounts mapping page that displays all of your QBO accounts.
From this page you will map QBO accounts to Divvy custom field options. These options are available when a transaction occurs to categorize the transaction for accounting purposes.
Feel free to remove the mappings for accounts you won’t use with the red “X” on the right side of the row for those accounts. You can also remove all mappings and start fresh with the option on the upper right of this list.
Once you are satisfied with the mappings you must scroll to the bottom and select ‘Done’ in order to save your mappings. If you click the “x” in the upper left it will not save your work.
You can either map Location or Class now or if you do not need to map those accounts you can select ‘Done’ on the bottom and your integration setup is finished!
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 QBO by navigating to Settings, then selecting ‘Transactions’. Within the list of custom fields locate the one you have mapped to QBO 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 QBO integration and may need to be mapped or deleted so that when synced to QBO the transaction will be correctly categorized.
This video covers how to setup and use Divvy's QBO integration.
Auto sync with your accounting system
Divvy’s integration with QBO 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.