![]() ![]() Step 5: Use the Link Wizard to map Certify Expense Categories and Employees to QuickBooks.Ĭlick the dropdown menu arrow and select the appropriate QuickBooks Expense Account for each Certify Expense Category. Step 4: You will be prompted to enter your Certify username and password. Step 3: Before synchronizing expense reports, you should configure mappings between Certify and QuickBooks by selecting the Link Wizard in the popup. The QuickBooks Sync tool will then be available on your computer, located in the selected Installation Folder. Follow the CertifyQBSync Setup Wizard prompts to complete the installation. Step 2: Install the QuickBooks Sync tool by selecting Click here to install the tool. ![]() Step 1: On your account homepage, click QuickBooks Sync to view pending reports. Please Note: The QuickBooks Sync tool is only supported on Windows servers. To enable the QuickBooks Sync integration, please see the article Activating the QuickBooks Sync. View our article on Assigning an Emburse Cards Default Cardholder for further information.This article shows you how to sync processed expense reports in Certify to your installed version of QuickBooks. Card numbers will be auto-assigned to the cardholder's Certify profile on import, meaning you do not need to add your card number. Step 5: Once complete, transactions will begin to import automatically to your Certify Wallet. Step 4: Sign in to your Emburse Card account to grant Certify access to your Emburse Card program. ![]() Step 3: Select Add a Card Program to connect your company’s Emburse Card program to Certify Step 2: Under System Integrations, click Manage your Card Programs. Step 1: On your Certify homepage, click the gear icon. This article shows Certify Administrators how to integrate Emburse Cards to their Certify account. ![]() With Emburse Cards, you can enjoy the automatic import of any Emburse Card transaction to your Certify Wallet. Certify integrates with Emburse Cards, a fast and easy way to issue virtual or physical cards. ![]()
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