How to link Quickbooks to Pemo - Step by Step Guide
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Simplify your accounting workflow with Pemo in three straightforward steps. Each step is designed to seamlessly integrate with QuickBooks and save you time:
1ī¸âŖ Sync Pemo with QuickBooks & Activate Pemo Copilot Easily connect Pemo to your QuickBooks account to sync expenses, categories, and vendors automatically. Let Pemo Copilotâs AI handle categorization, so you donât have to.
2ī¸âŖ Review and Prepare Your Expenses Visit Pemoâs "Accounting Export" page to review your expenses. Make quick edits to Copilotâs categorizations, mark expenses as ready, and use bulk actions for even greater efficiency. Havenât set up Copilot yet? You can do it during this step.
3ī¸âŖ Export to QuickBooks with One Click When everything is finalized, export your expenses directly to QuickBooks in just one click. Save time and ensure accuracy every step of the way.
Ready to get started? Letâs walk through each step in more detail!
Head to " Accounting Export" from the left navigation menu, then select âCard Expensesâ
From the dropdown list select "Quickbooks", then click on "Get startedâ
Youâll be redirected to Quickbooks login page; here fill in your Quickbooks accountâs username and password
Once youâve logged in, youâll 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 havenât 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." Weâve 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.
Youâre all set and your Pemo account is ready to be synced with your Quickbooks account!
Once you've connected your accounting software to Pemo can activate Pemo Copilot, meaning your expenses will be auto categorized using AI.
After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized saving you time and ensuring accuracy.
Pemoâs "Accounting Export" page acts as your to-do list, displaying only settled expenses ready for review. Authorized but unsettled expenses wonât appear because their billing amounts might still change or bounce back.
Expense Statuses: Key Categories
Incomplete: Missing required accounting fields.
Complete: All required fields are filled.
Ready for Export: Expenses reviewed and confirmed by finance teams, ensuring you avoid duplicate work.
After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized saving you time and ensuring accurcay. You can also easily view and edit any fields that have been filled in by Pemo Copilot.
Bulk Actions for Efficiency
Weâve made it easy for accounting teams to categorize multiple expenses at once. Hereâs how:
Categorize transactions in bulk, e.g., all transactions from a vendor like Careem
Select all expenses by clicking the arrow button and either mark completed expenses as "Ready for Export" or select edit to assign fields like Account, Vendor, VAT, etc.
Use bulk actions to edit and assign fields like Account, Vendor, VAT, etc.
If you didn't activate Pemo Copilot as part of your initial set-up you can do it at this stage too.
Get Contextual Information
For teams that prefer reviewing expenses individually, our streamlined workflow makes the process quick and efficient:
View essential details, like receipts and information, side by side.
Seamlessly switch between expenses without closing the detail page.
Once expenses are categorized and marked as ready, exporting them is effortless. After a successful export, the expenses disappear from the table but remain accessible in the History section as a CSV file.
How to Export Expenses
Mark your expense as ready and click the "Export" button on the right to export your expenses.
To find previously exported expenses, click the "History" button and download them in CSV format.