All Certify Users will need to have a green checkmark for their expense reports to synchronize successfully. After a Certify User has been mapped to a QuickBooks Employee or QuickBooks Vendor, the Status column will change to a green checkmark. Select to import expenses as Checks to Employees or Bills to Vendors, dependent on how you have your employees entered in QuickBooks.Ĭlick the dropdown menu arrow and select the appropriate QuickBooks Employee or QuickBooks Vendor for each Certify User. All Certify Expense Categories will need to have a green checkmark for the expense reports to synchronize successfully. After a Certify Expense Category has been mapped to a QuickBooks Expense Account, the Status column will change to a green checkmark. Step 5: Use the Link Wizard to map Certify Expense Categories and Employees to QuickBooks.Ĭlick the dropdown menu arrow and select the appropriate QuickBooks Expense Account for each Certify Expense Category. Step 4: You will be prompted to enter your Certify username and password. Step 3: Before synchronizing expense reports, you should configure mappings between Certify and QuickBooks by selecting the Link Wizard in the popup. The QuickBooks Sync tool will then be available on your computer, located in the selected Installation Folder. Follow the CertifyQBSync Setup Wizard prompts to complete the installation. Step 2: Install the QuickBooks Sync tool by selecting Click here to install the tool. Step 1: On your account homepage, click QuickBooks Sync to view pending reports. Please Note: The QuickBooks Sync tool is only supported on Windows servers. To enable the QuickBooks Sync integration, please see the article Activating the QuickBooks Sync. This article shows you how to sync processed expense reports in Certify to your installed version of QuickBooks.
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