Integrating with QuickBooks for Expense Management

This article will walk through how to connect your QuickBooks Online account to Relay for coding debit and credit card transactions using your general ledger codes and syncing card transactions—along with receipts—to QuickBooks Online as expenses.

Please note: integrations can only be set up on Relay via desktop at this time, as this feature is not currently supported on the Relay mobile app.

How to integrate with QuickBooks for Expense Management 

  1. Sign in to your Relay account on your desktop.
  2. Navigate to the Expenses tab.
  3. Select Set up Expense Management, where you will be prompted to choose your Receipt Policy, then click Next Step. For more information, please see Setting up a receipt policy in Relay.
  4. Click Connect to Quickbooks Online.
  5. If you haven't connected all of your accounts in your QuickBooks Online Bank Feed, you will be prompted to do that during this step. If it doesn't automatically update, please manually confirm you have connected all of them. For more information on this, please see Integrating with QuickBooks for Bank Feeds.
  6. You will now be brought to the QuickBooks Online login page, where you can enter your QuickBooks login credentials.
  7. Select Connect to allow Relay and QuickBooks Online to be synced. 
  8. Select the bank accounts that you want to be synced to QuickBooks Online, and click Sync accounts.
  9. All of your customizations from category and vendor QuickBooks Online will be pulled into Relay. You will have to select at least one category and one vendor in order to move forward 
  10. Review the accounting policy you have selected, then click Complete step
  11. You will be prompted to complete a guided product tour, you can select I need a guided tour if you want to proceed or if you want to skip it, please select I got it from here.

What transactions will appear in the QuickBooks Expenses  Table?

Based on the spend management rule you have selected, you will see all of your card transactions that fit under this rule in your expenses table. There will be two tabs to view the table, Transaction for transactions pending documentation syncing and Archive for transactions that have completed syncing.

Can I notify team members to upload their receipts?

Yes, you can notify team members to upload their receipts when they initially complete the payment or afterward. For more information, please see Receipt notifications for Cardholders & Sending Cardholder nudges for missing receipts.

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