If you have set up the QuickBooks Online integration in Divvy, you can manage settings for how the integration works. This includes syncing merchant data, selecting the credit card account to use for the sync, and enabling automatic sync.

By default, the QuickBooks Online integration syncs up to 2,999 projects with Divvy. You can remove this limit and sync unlimited projects through your QuickBooks Online integration.

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

    Open Integrations

  2. Find the QuickBooks Online integration [1] and click the Configure button [2].

  3. From the QuickBooks Desktop account setup section, you can manage settings for the integration.

    • To include merchant information with synced transactions, click the Sync merchant button [1].

    • To select the credit card account used for the sync, click the Divvy credit card account drop-down menu [2].

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

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

    • To enable billing for projects, click the Enable Billing for Projects button [5]. Learn more about syncing QuickBooks Online projects in Divvy.

    • To allow Divvy to sync an unlimited number of projects with QuickBooks Online, click the Disable Project Limit button [6]. If this option is not enabled, the project limit is 2,999.

  4. You can also configure how your integration is mapped to Divvy custom fields by clicking the Configure button.

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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