If you are having trouble syncing your accounting software in Spend Management, check these settings first.

1. Make sure your accounting software shows Connected.
2. Confirm you’ve selected enable auto sync.
3. Go to Profile & Settings and choose Accounting settings. Turn on Auto-sync transactions.
   Note: Auto-sync only applies to new transactions from the date it’s turned on. New settled transactions sync automatically every 24 hours.

You can manually sync past transactions.

For QuickBooks Online

1. Select Transactions.
2. Go to the Accounting tab.
3. Select Sync transactions.
4. Choose a transaction date range. An alert will notify you if any transactions matching these dates have already synced with your account.
5. Select Sync all matching transactions or Sync only new transactions.

For Xero

1. Select Transactions.
2. Go to the Accounting tab.
3. Choose transactions using the checkboxes or select Sync to sync all filtered transactions.