📤How to link Quickbooks to Pemo - Step by Step Guide
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 “Card Expenses”
From the dropdown list select "Quickbooks", then click on "Get started”
You’ll be redirected to Quickbooks login page; here fill in your Quickbooks account’s username and password
Once you’ve logged in, you’ll 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 haven’t 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." We’ve 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.
You’re all set and your Pemo account is ready to be synched with your Quickbooks account!
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