QuickBooks
- 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 a...
- Choose what information to send to QuickBooks Cledara's integration with QuickBooks simplifies your accounting process by automatically syncing bills, bill payments, and invoices to your QuickBooks accou...
- Map your applications to QuickBooks expense codes The Application Mapping feature in Cledara provides a centralised way to manage expense codes and accounting settings for all your applications.By assigning ...
- When are your transactions synched to QuickBooks? The integration syncs instantly after a transaction takes place, or after an invoice is uploaded. Whenever we are unable to immediately sync a transaction to...
- Manual export QuickBooks bank feed data Admins and Finance users can manually export a CSV to import all transactions to the QuickBooks bank feed. The file can be exported in Transactions tab > Fil...
- Sync and manage your QuickBooks Chart of Accounts and Tax Codes Cledara automatically syncs your Chart of Accounts and Tax Codes directly from QuickBooks into your Accounting Records tab. This keeps the data in Cledara ex...