When integrated with QuickBooks Online or Sage Intacct, you can easily code transactions and sync them to your accounting software. Categorize transactions directly in the Finally platform and streamline your bookkeeping with a single click.
How to Code Transactions and sync to QuickBooks Online or Sage Intaact
1. Log in to the Finally platform.
2. Go to the Finally Card section which is found under the Accounting tab.
3. For each transaction, you can:
Categorize the transaction
Select a job or customer
Add a class (if applicable)
4. Once your transactions are coded, select the checkbox to the left of each transaction you want to sync.
5. Click the Sync to button at the bottom of the page.
Transactions will be pushed to the accounting software you’re integrated with: either QuickBooks Online or Sage Intacct.
Troubleshooting Steps
Verify QuickBooks Integration
Ensure that your QuickBooks Online account is properly synced through the Integrations page.Confirm Card Connection
Make sure you have created a Finally Card and linked it to the corresponding card in QuickBooks Online. This ensures that transactions flow into the correct Credit Card Register.Assign Categories Before Syncing
Each transaction must have an assigned category within the Finally platform before it can be synced to QuickBooks Online.