Integrate with QuickBooks

To prepare for your Cledara integration, first head to your QuickBooks account and confirm which account you'd like to connect to Cledara. It can be either an existing account or a new one dedicated to Cledara.

Here is how you can create a new Cledara account in your Chart of accounts:

In QuickBooks

  1. Open the Settings panel at the top right of your screen to switch to Accountant view.


  2. On your left panel, select Accounting > Chart of accounts, and add a card to the chart of accounts.


  3. Click on New.


  4. Set Account Type as Cash at bank and in hand and Detail Type as you prefer. Give it a name and add a description (the description field is optional).

    Confirm the changes by making click on Save and Close.


  5. Your new account will now show in your Accounting.


In Cledara

Once you have identified an existing QuickBooks account or created a new account to connect to, head to Settings > Integrations as an Admin or a Finance user in Cledara to activate the integration.

You need to have admin rights to QuickBooks to set up the integration.

  1. Click on Connect and follow the steps to log into QuickBooks. You will be taken to QuickBooks to login and verify your account. You will be asked to select the company you are connecting the account for:


  2. Once your QuickBooks account is connected, you can click on the toggle and customise the bank account and reward category. You can only find the bank account that are created under the company you've selected, and under the same currency as your Cledara account.

    Screenshot (1).png

    If you have both EUR and GBP wallets, you can customise each separately.

  3. Once confirmed, you will see the linked account(s) toggled on. 

    Screenshot (3).png

  4. And that's it! You can now customise what to push and where to push to in the QuickBooks Settings under each application. Find more information here.



How do I change the QuickBooks bank account or reward category connected?

Simply toggle the wallet connection (EUR, GBP) off and back on again. It allows you to reset the bank account and reward category.

How do I change the QuickBooks company connected?

To switch the QuickBooks company connected, you will have to disconnect the QuickBooks integration and reconnect again. 

If I switch these QuickBooks configuration, will the changes applied to previously pushed transactions?

They will not be applied to retroactively change what has been pushed. The new configuration will only be applied to new transactions from there on.


If you don’t use Xero, QuickBooks, or NetSuite but want to export your transactions to another accountancy platform, check out this article to find out how we can help.


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