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Exporting transactions automatically


Once you connect to QuickBooks Online you have the option to export transactions manually or export transactions automatically once they are submitted. If you select Export Transactions Automatically, all transactions will be immediately exported to QuickBooks once they are submitted. To enable this setting, click on the QBO Integration Tab to navigate to the sync settings. Then, simply click the Export Transactions Automatically Switch and click the Save Button.

There are three exceptions when transactions are not exported immediately:

  1. When a transaction is pending, it will be labeled Pending... and won't be exported to QuickBooks. Once the transaction becomes posted it will be exported to QuickBooks automatically. Most transactions are posted the next day.
  2. If the setting Ask to add new vendors before exporting is selected, transactions with vendors that are not in the vendor list in QuickBooks will not be exported. See the Ask to add new vendors article for a more detailed explanation.
  3. When QuickBooks encounters an issue, i.e. credentials changed, the transaction will be labeled as Import Error and won't be exported to QuickBooks. For more info see the Handling import errors article.


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