How to sync Bills & Expenses to QuickBooks Online (QBO)?

In this article, we will show how to sync Bills and Expenses from CRM to QuickBooks Online (QBO). 

You can now sync Bills and Expenses recorded in CRM to QBO, eliminating any double entry. 

Step 1: Navigate to a Project and open a Bill or an Expense

The next steps will be split between syncing Bills and Expenses to QBO

Bills

Step 2 (Bills): When opening a Bill, click on the three dots and select Sync to QuickBooks

Step 3 (Bills): Click on OK to confirm the sync

After the sync is completed, you will see a prompt "Success" 

Expenses

Step 2 (Expenses): Similar to Bills earlier, when opening an Expense, click on the three dots and select Sync to QuickBooks 

Step 3 (Expenses): Click on OK to confirm the sync

After the sync is completed, you will see a prompt "Success" 

Step 4: Log in to your QBO and verify the Bills and Expenses have been synced successfully

For Bills, go to QBO's Bills to check the recently synced CRM Bill:

For Expenses, go to QBO's Expense transactions to check the recently synced CRM Expense: 

For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com

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