A business owner or administrator with full access can connect QuickBooks Online and sync transactions with Spend Management. Syncing transactions help eliminate manual bookkeeping and keeps financial data current between systems. This feature is available for businesses that have Spend Management Pro Plus.

To connect to QuickBooks Online and/or sync transactions using online banking and the U.S. Bank Mobile App

1. Select the central bill account, then choose Go to Spend Management.
2. Select Profile & settings, then choose Accounting settings.
3. Select QuickBooks Online and log in with your username and password.
4. Select the credit card account, bank account, and general ledger account for Spend Management in QuickBooks. Then select Configure.
5. Verify the name and uncategorized expense accounts chosen and select Next.
6. Choose to sync all transactions. Include the option to:
   • Select settled transactions within a specified date range.
     OR
   • Not to sync any past transactions.
7. Select Continue. A pop-up will confirm that QuickBooks Online is connected.