Integrate your Centtrip account with QuickBooks Online and automatically transfer Centtrip transaction data, including receipts and labels, to QuickBooks. No back-and-forth between systems, no manual exports or re-keying.

1. Connect your accounts

• Sign into your Centtrip account and click Manage Expenses. Then visit INTEGRATIONS.
• Select QuickBooks and follow the on-screen instructions to sign in and connect.

2. Create your data feeds

• Click the create your first feed button.
• Select the first card or account you wish to connect, followed by the card/account currency.
• Select a QuickBooks account for the data to be synced to, or create a new one. This must be unique for each individual feed.
• For card feeds, choose 'Expenses' as your feed Type, and Account balance for account balance feeds. Press the yellow +Add button to save.

• Repeat these steps for each card/account and currency you wish to sync.
• Once complete, click Next.
• Choose either a past or future date to transfer records from.
• Select Create Feed to finish. (Note - feeds may take a few moments to process)

3. Select expenses to transfer

Visit your ‘Expenses’ dashboard and use the checkboxes in the left-hand column to indicate which expenses you wish to transfer to QuickBooks.

• A checkbox will only appear once the payment has been cleared.
• If an expense has an unselected checkbox, you can select it to mark that the expense is ready to go to QuickBooks.
• When a checkbox is selected but disabled, the expense has already been sent to QuickBooks.
• Selected expenses will be transferred to QuickBooks at the next synchronisation (which usually happens overnight).

4. Set up automatic transfers

If you prefer, you can also set up the integration so that expenses will be selected for transfer automatically when the following conditions are met -

• Payment is cleared.
• At least one corporate label has been assigned.
• At least one receipt has been added.

To activate automatic transfer:

1. Visit the ‘Integrations’ screen.
2. Click the ‘Options’ button in the top-right.
3. Under ‘Selecting expenses’ select ‘Automatic’.

There is also a ‘Synchronise Now’ button here if you don’t want to wait until the next scheduled synchronisation for the expenses be transferred to QuickBooks.

5. Import your QuickBooks chart of accounts

Before starting the expense transfer, you may want to ensure they will be assigned to the right account in QuickBooks. To do this, you can import QuickBooks’ Chart of Accounts automatically into Centtrip as a set of ‘Corporate Labels’ to use for categorising expenses.

1. Sign into your Centtrip account and visit Manage Expenses. Then, click on LABELS from the left-hand menu and, Import from QuickBooks.
2. Follow the steps to confirm which QuickBooks accounts you wish to import as labels.
3. Once imported, they will all be within a new group called QuickBooks Expenses. Click the edit icon if you want to rename this.

TIPS -

• You may want to import your QuickBooks labels in separate batches (by repeating steps 1-3), so that they are in meaningful groups within your Centtrip account.
• Once your chart of accounts has been imported and organised as required, you can attach them to transactions within your Centtrip Expenses dashboard.
• Switch the SHOW IN APP toggle to the on position to enable cardholders to attach these labels to their expenses within the app.

Import statements into QuickBooks

1. Visit the Centtrip dashboard and click Run Reports.
2. Export the relevant account statement.
3. Then, import this file into QuickBooks.