✏️How to use our offline integration with Quickbooks

Step 1: Select the "Quickbooks CSV" Option

1. In the drop-down menu, select the “Quickbooks CSV” option and then click "Start set up"

Step 2: Enter Required Data

Before exporting, ensure you’ve entered at least:

• One Chart of Accounts record

• One Vendor record

These fields are essential to avoid export errors.

Step 3: Entering Your Chart of Accounts

There are two ways to add your Chart of Accounts:

Option 1: Manual Entry

You can manually input values into Pemo.

Pemo Power Tip: Make sure the data matches exactly with the details in your accounting system to avoid errors during export.

Option 2: CSV Import

To import your Chart of Accounts via CSV:

1. Download the CSV template provided as you're setting up your accounting

1. Copy the data from your QuickBooks Online (QBO) export into the Pemo template.

You're now set up! We've created 2 videos to show you how to export Chart of account & Vendors from Quickbooks 👇

Exporting Chart of accounts

Exporting Vendors

We've created 2 videos to show you how to import info from Pemo to Quickbooks 👇

Step 1: Export the Expense from Pemo

1. Fill in the necessary fields in Pemo, then export the expense as a CSV file.

Step 2: Import the CSV File into QuickBooks Online

1. Navigate to the Bill Import module in QuickBooks Online.

2. Select the CSV file you exported from Pemo.

3. Make sure to:

   • Correctly map the columns from your CSV to QBO.

   • Set the correct date format.

   • Choose the tax inclusive option if applicable.

4. Review and resolve any issues that may appear during the import process.

Pemo Power Tip: Card expenses and out of pocket expenses have the same import method in Quickbooks as bills