If you have configured the accounting integration for NetSuite, Sage Intacct, or QuickBooks Online, you can sync your transactions to the configured accounting software. Transaction syncs can be completed automatically or manually. If you enable automatic sync, all completed transactions up to seven days old sync every 24 hours.

If you are using the QuickBooks Desktop integration, you must follow separate steps to sync transactions. Learn how to sync transactions for the QuickBooks Desktop integration.


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Automatic Sync

  1. In the Divvy Navigation Menu, click the Integrations menu.

    Open Integrations

  2. Find the integration you want to sync in the Active Integrations section. You can enable automatic sync for the NetSuite, QuickBooks Online, or Sage Intacct integration. To open settings for the integration, click the Configure button.

    Open Integrations Settings

  3. To automatically sync completed transactions every 24 hours, click the Auto sync button [1]. The Auto Sync feature syncs transactions up to seven days old that have not previously been synced.

  4. To also sync transactions older than 60 days, click the Sync older transactions button [2]. This feature may overwrite changes made within your accounting integration.

    Enable Sync Options

  5. After transactions have been synced, you can view the sync status for transactions on the Transactions page. Successfully synced transactions display the Checkmark icon [1]. Any transactions that experienced errors during the sync display the Error icon [2]. Hover your cursor over the Error icon to view more information about the error.

    Sync Icons

Manual Sync

  1. In the Divvy Navigation Menu, click the Transactions link.

    Open Transactions

  2. To search for specific transactions, enter transaction details in the Search field [1].

  3. You can also find transactions by filtering the Transactions page. To add filters, click the Add Filter button [2].

    Search and Add Filters

  4. To select the transactions you want to sync, click the checkbox for each transaction [1].

  5. Click the Bulk Action button [2] and select the Sync To option for your integration [3].

    Note: If the Sync To option doesn't display in the Bulk Action menu, you may need to configure the integration.

    View Bulks Actions Menu

  6. After transactions have been synced, you can view the sync status for transactions on the Transactions page. Successfully synced transactions display the Checkmark icon [1]. Any transactions that experienced errors during the sync display the Error icon [2]. Hover your cursor over the Error icon to view more information about the error.

    Sync Icons

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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