Click here to find out what effect integrating has on your Receipt Bank account.
To integrate with QBO:
- Navigate to the Connections section of the menu
- Click on Integrations
- Click ‘Choose Software’
- Select QuickBooks Online from the menu
- Follow the on-screen instructions. These will instruct you to log in to your QBO account to complete the integration.
Your Chart of Accounts from QBO will be imported into Receipt Bank and can be found in Categories under the Lists section of the menu.