Key takeaways: QuickBooks integration support

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• Get help from the Extend team with setup, category sync timing, and troubleshooting
• Control which cleared transactions sync to QuickBooks Online—nothing pushes automatically
• Integration support is available for Extend Pro users and eligible partner bank customers

Submit a support request and someone from our team will be in touch soon.

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FAQs

What if I make a change to my QuickBooks Online categories?

Changes to your QuickBooks general ledger accounts, classes, locations, customers, projects, and vendors will sync to Extend within 24 hours. If you need access to them in Extend sooner, please reach out for support.

Will my transactions automatically push to my QuickBooks Online account?

Transactions do not sync automatically. You must select which cleared transaction you wish to sync to QuickBooks Online.

What version of QuickBooks Online is supported?

Extend supports integration with all versions of QuickBooks Online: QBO Small Business and QBO Accountant. 

Wo can use the QuickBooks Online Integration?

QuickBooks Online integration is available to Extend Pro users and customers with eligible partner bank accounts. If your organization uses a non-partner bank, you can still connect QuickBooks for easier reconciliation, but virtual card features will not be available. [View our partner banks]

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