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. From the dashboard, 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 following information for Spend Management in QuickBooks. Then select Save.
   • Default credit card account
   • Bank account
   • General ledger account
   • Supplier

From here, transactions can be synced automatically or manually. You can categorize transactions manually, with auto-categorization or bulk update. If not, transactions will sync with the default fields.

Note: Spend Management may take a moment to get the data from QuickBooks Online.