π€How to link Quickbooks to Pemo - Step by Step Guide
Last updated
Last updated
In just 5 easy steps, your Pemo account will be integrated with your Quickbooks account, ensuring your expenses and invoices flow effortlessly and accurately every day.
Head to " Accounting Export" from the left navigation menu, then select βCard Expensesβ
From the dropdown list select "Quickbooks", then click on "Get startedβ
Youβll be redirected to Quickbooks login page; here fill in your Quickbooks accountβs username and password
Once youβve logged in, youβll need to grant Pemo access. This step allows us to sync your accounting fields and seamlessly push expenses, ensuring the integration is fully set up.
After you agree, Pemo will begin syncing data from your account. Once the sync is complete, simply select the "Payment account" to finalize your accounting setup.
Pemo Power Tip: If you havenβt set up a dedicated Payment Account for Pemo in Quickbooks yet, you can easily create one right in the same field. Just enter your preferred name for the new account and click "Confirm." Weβve streamlined the process, making it simple to set up the account you need.
Note that any created bank account in Pemo will have the default currency of the organization.
Youβre all set and your Pemo account is ready to be synched with your Quickbooks account!