Integrating with QuickBooks for Spend Management

This feature is currently in beta to a small group of customers. The beta program is invite-only. 

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 Spend Management 

1. Sign in to your Relay account on your desktop.
2. Navigate to the Accounting tab.
3. Select Get Started, 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 fields that are needed for your month-end process. QuickBooks Vendors and Categories are required fields. 
9. Select your custom QuickBooks Categories, then click Next step.
10. Select your custom QuickBooks Vendors, then click Next step.
11. Review the accounting policy you have selected, then click Complete step. 

What transactions will appear in the QuickBooks Accounting 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 accounting table. 

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 & cardholder nudging article.