Send a Cost to QuickBooks

Once the QuickBooks Online Integration has been activated, costs can be managed under Costs Management. Here is how to send a cost to QuickBooks:

• Go to the left-hand side menu and click on the Management Tab.
• Select Costs.

 

Individually

• Choose the cost you want to send to QuickBooks Online.
• Confirm the cost's QBO Vendor column has a green dot, if it does not connect the QuickBooks Vendor.
• Click the dropdown menu to the far right of the selected cost and select Create QB Bill.

• A pop-up will appear with the payee, the memo, and the cost amount. 
• Select Confirm.

• The cost has been sent to QuickBooks and will now appear under Pending Costs.

Several at a time

• Use the checkboxes on the left-hand side column to select costs.
• Click the checkbox icon underneath the search bar at the top of the Cost Management Screen.
• Select Send to QBO.
  

• A pop-up window will appear. 
• Select Confirm.

• The cost has been sent to QuickBooks and will now appear under Pending Costs.

All at once

• Use the Send to QBO button on the top right of the page to send costs with connected vendors or green dots to QBO.

• A pop-up window will appear.
• Select Confirm. 

• The costs have been sent to QuickBooks and will now appear under Pending Costs.