You should be able to connect your Extend account with QuickBooks Online on your own, but if you need assistance, the Extend team will gladly help you get set up.
Complete the support request and someone from our team will be in touch soon.
FAQs
What if I make a change to my QuickBooks codes?
Changes to your QuickBooks GL accounts, classes, locations, customers, projects, and vendors will sync to Extend within 24 hours.
Will my transactions automatically push to my QuickBooks Online account?
You must manually push a cleared transaction to QuickBooks Online. You may add or edit the expense categories at the transaction level before pushing the transactions to your QuickBooks account. Each transaction must have an assigned expense category before you can sync to QuickBooks. Once pushed, any change to the expense categories must be edited directly in QBO.
What version of QuickBooks is supported?
Extend supports integration with all versions of QuickBooks Online: QBO Small Business and QBO Accountant. For all other versions of QuickBooks (e.g. QuickBooks Desktop), we recommend you manually export your Extend data and upload to the Quickbooks platform. Exports are available in two formats, CSV or a QuickBooks supported file like QBO or QBXML.
What if I want to sync my plastic card transactions?
Extend offers the Plaid integration through select bank partners. Please reach out to our support team for help connecting with Plaid so you can see your physical card activity in Extend and QuickBooks.
Additional resources
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