Customize QuickBooks Online Integration Settings in Emburse Spend
After you connect using the Emburse QuickBooks Online Connector, you can customize how expense and corporate card data sync between QuickBooks Online and Emburse Spend. These settings help align your accounting workflows and financial data with your existing QuickBooks Online setup.
Prerequisites
- You are an administrator in Emburse Spend.
- Your QuickBooks Online account is already connected to Emburse Spend. See Get Started with the Emburse QuickBooks Online Connector for instructions.
Access the QuickBooks Online Accounting Integration Settings
To configure these customizations, go to Company Settings, select Accounting Integration, and then select CONFIGURE SETTINGS.
Emburse Spend Accounting Integration Settings
Use this section to configure how expenses and corporate card transactions sync from Emburse Spend to QuickBooks Online. These settings control approval requirements, default accounting behavior, corporate card handling, and field mappings to ensure expenses post accurately and consistently in QuickBooks Online.
| Setting | Description |
|---|---|
| Default Expense Type | Specifies the default QuickBooks Online expense account used when an expense category does not have a mapped account. This ensures all expenses have a valid expense type during export. |
| Corporate Cards | Defines how corporate card transactions sync to QuickBooks Online. |
| └ I don't have or want to sync my corporate cards | Select if your organization does not use corporate cards. No card transactions sync to QuickBooks Online. |
| └ I have corporate cards and want to sync to one card feed | Select if all corporate card transactions should sync to a single QuickBooks Online card feed. |
| └ I have corporate cards and want to sync to multiple card feeds (requires card mapping) | Select if your organization uses multiple card programs that should sync to separate QuickBooks Online card feeds. Use card mapping to assign each card to the appropriate feed. Choose Transaction Date or Posted Date based on your accounting practices. |
| Default Field Mapping |
Automatically applies default class, department, or custom field values when expenses sync to QuickBooks Online. Emburse Spend pulls available values from QuickBooks Online and applies them to matching custom fields. We recommend leaving defaults unchanged unless your accounting setup requires different mappings. QuickBooks Online filters may limit which values are available.
|
| └ I don’t want to set default mappings for class/department/custom fields (Default) | Expenses sync without default values. Each expense uses the values entered on the expense itself. |
| └ I want to map defaults for class | Applies a default value when an expense does not include a class, department, or custom field. Additional mappings can be added to align with QuickBooks Online dimensions. |
| Save Account Settings | Applies all configuration changes. This is the final step in setting up the QuickBooks Online integration with Emburse Spend. |