If you have set up the QuickBooks Desktop integration in Divvy, you can manage settings for how the integration works. This includes selecting the Divvy credit card account, sending vendor data to QuickBooks Desktop, and adding a link to the Divvy transaction in the Memo field in QuickBooks Desktop.
In the Divvy Navigation Menu, click the Integrations link.
Find the QuickBooks Desktop integration and click the Configure button.
From the QuickBooks Desktop account setup section, you can manage settings for the integration.
To select the credit card account used for the sync, click the Divvy credit card account drop-down menu [1].
To sync vendor data to QuickBooks Desktop, click the Vendors sync button [2].
To manage transaction link sync settings, click the Configure button [3].
From the Transaction Link Sync settings, you can enable and manage a transaction link sync between Divvy and QuickBooks Desktop.
To add a link to the Divvy transaction in the Memo field in QuickBooks Desktop, click the Enable Transaction Link Sync button [1]. This option is enabled by default.
By default, the transaction link is synced to the line item. To sync to the header item, click the Swap Header and Line item fields button [2].
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.