Connecting Pemo to QuickBooks brings your chart of accounts, vendors and tax rates into Pemo, and lets you export expenses to QuickBooks when you choose. This reduces manual data entry.
Before you start
In Pemo, you need to be a Super Admin, Admin or Accountant (Internal or External). You can connect on web. In QuickBooks, you must be the primary admin or a Company admin: only they can connect apps in QuickBooks Online. A Standard user can't connect Pemo.
Have these ready:
Your QuickBooks login (with 2FA if enabled)
The correct company account if you manage multiple entities
A designated Payment Account in QuickBooks, or create one in Pemo during setup
You can decide how you will map the following items before connecting, but you cannot complete the mappings until setup:
Chart of accounts (expense categories)
Vendors / Contacts
VAT rates
Classes or locations (like cost centers or departments)
Connect Pemo to QuickBooks
Log in to Pemo.
Select Accounting export in the left sidebar, then select Connect accounting system.
In the Pick your accounting system dropdown, select QuickBooks Online.
Select Get started. You are handed off to the QuickBooks login page.
Enter your QuickBooks credentials.
If you manage multiple companies, select the correct organization.
Review the permissions and select Allow Access.
Select the Payment Account that represents your Pemo Wallet in QuickBooks. You can use a dedicated wallet or clearing account.
If you don't have a suitable account, create one directly in Pemo during setup.
You can change your payment account later: select Accounting export in the left sidebar, select Settings above the table, then Default accounts.
What syncs from QuickBooks?
After setup, Pemo automatically imports your chart of accounts, vendors or contacts, tax rates, and classes or locations such as cost centers and departments.
This lets you categorize expenses in Pemo using the same accounting data as QuickBooks.
Setup is now complete. You can export expenses to QuickBooks, including receipts and audit logs. You can also reconcile your Pemo Wallet with its payment account in QuickBooks.
If you already use manual setup
If your accounting is set up manually in Pemo, Connect accounting system does not appear on the Accounting export page. Connect from the settings instead:
Select Accounting export in the left sidebar, then select Settings above the table.
Open the Accounting system dropdown, which shows Manual setup, and select Connect online accounting system.
Pemo asks Replace your current accounting setup? Connecting removes your manual setup, including your chart of accounts, vendors and related data. Select Continue connecting only if you want to replace it. Otherwise, select Cancel.
Select QuickBooks Online and complete the connection from step 3 above.
Troubleshooting
QuickBooks option missing? Contact the Pemo Support team to enable it.
Wrong company connected? Disconnect QuickBooks in Pemo, then reconnect the correct entity.
Need another payment account? Create one in Pemo during setup or later in QuickBooks under Chart of Accounts.