We provide a dedicated and custom integration for QuickBooks® Online only.
QuickBooks Bank Feed
Our QuickBooks integration does not support QuickBooks® bank feed feature.
Who can use this feature
- Owner
- Admin
How our QuickBooks® Online integration works?
Our integration will create the necessary accounting entries in your chart of accounts to properly log your transactions.
For example, let’s say you connect your Mercantile Card, the following accounts will be created in your QuickBooks® chart of accounts:
The Mercantile Cardin Credit CardThe Mercantile Card - Uncategorized Expensesin Other ExpensesThe Mercantile Card - Rewardsin Other Income
In the example above, Mercantile would be replaced with the name of your card program.
When transactions are exported to QuickBooks®, they will be added to one of these accounts based on the type of transactions.
You will need to manually assign them to categories inside of QuickBooks® if you do not want them to stay in the Uncategorized Expenses category.
For example:
- You have a specific category for all your office supplies in QuickBooks®.
- You made a transaction with your card at Office Depot for office supplies.
- When you export this transaction from your card portal to QuickBooks® Online, it will be added to the
The Mercantile Card - Uncategorized Expenses. - You will need to manually assign it to your Office Supplies expense category in QuickBooks®.
Step-by-Step guide
- Go to the Accounting section (left menu navigation).
- Click on the Connect to QuickBooks® button.
- Sign in using your QuickBooks® (Intuit) credentials and follow the prompts to authorize the connection.
- Once complete, you’ll be in the Ready to Export view. See Export transactions to QuickBooks® Online
AutoExport You can also enable AutoExport, which automatically exports all your posted transactions daily. See Turn on AutoExport