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Preparation to connect Pemo to QuickBooks

Updated this week

Before connecting Pemo with QuickBooks, let’s make sure everything’s set up correctly.


1. Check user access

In Pemo, you’ll need to be an Admin or Accountant.

In QuickBooks, you’ll need Admin or Standard access to connect integrations.


2. Gather your essentials

  • 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 during setup)


3. Decide your accounting structure

You’ll be mapping:

  • Chart of accounts (expense categories)

  • Vendors / Contacts

  • VAT rates

  • Tracking categories (like cost centers or departments)


Pemo Power Tip:
If you don’t already have a Payment Account for your Pemo wallet, you can create one directly in Pemo during setup.


👉 Once ready, continue to our Connection Guide.

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