Before you can start importing expenses from Fyle and exporting them to Quickbooks Online, you must follow the onboarding process to set up the integration.
Follow these steps to set up the integration:
1. Sign in to the Fyle Quickbooks Integration app
Go to https://quickbooks.fyleapps.com. Click on Sign in with Fyle.
If you're already signed into your Fyle account on another tab, you'll be signed in to the integration app automatically. If not, enter your Fyle account credentials to sign in.
2. Connect to your Fyle Account
After entering your login credentials, you need to allow the integration app to access your Fyle Account.
If you have multiple organizations on your Fyle Account, select the Organization from which you wish to import and export expenses.
Click on Allow.
3. Connect to your Quickbooks Online account
Once you've logged in successfully to the integration app, you need to connect to your Quickbooks Online account.
Click on Connect Quickbooks Online.
Enter your Quickbooks Login credentials.
Search and select the Quickbooks company to which you want to export all the expenses imported from Fyle.
4. Configure Fyle Quickbooks Online app
After connecting to Quickbooks, you'll be redirected back to the Dashboard. Next, you must configure the app. Click on Configure Fyle Quickbooks App.
The features from Fyle (expenses, employees, projects, etc.) may be referred to by different terminologies on Quickbooks Online.
On this page, you need to map the features/fields from Fyle to their equivalent features on Quickbooks Online.
For example, your organization may refer to employees as Vendors and reimbursable expenses as Bills on Quickbooks. Select the correct references and map the Fyle features to their equivalent features on Quickbooks.
Mapping corporate card expenses, projects, and cost centers is optional. You can configure them if your organization uses those features on Fyle.
5. Map Fyle Fields to Quickbooks Online
Lastly, you have to set up the mappings.
On this page, you need to:
Select the Accounts Payable or Bank Account on Quickbooks Online to which all the imported expenses from Fyle should be assigned to.
Select the Default Credit Card Account on Quickbooks Online to which all the card expenses imported from Fyle should be assigned to.
On this page, click on Create Employee Mapping and:
Select an Employee from the Fyle App.
Map that employee to the corresponding Quickbooks vendor (or whatever is the equivalent of Employee on Quickbooks)
Select the credit card account to which all the card expenses made by that employee should be assigned.
Create mappings for all your employees from the Fyle app.
On this page, click on Create Category Mapping and:
Select a Category from the Fyle App.
Map that category to the corresponding Quickbooks Account.
Create mappings for all the expense categories you use on Fyle.
(Set up the next two mappings if your organization uses Projects and Cost Centers on Fyle)
On this page, click on Create Project Mapping and:
Select a Project from the Fyle App.
Map that category to the corresponding Quickbooks Class.
Create mappings for all the company projects configured on Fyle.
Cost Center Mappings:
On this page, click on Create Cost Center Mapping and:
Select a Cost Center from the Fyle App.
Map that category to the corresponding Quickbooks Customer.
Create mappings for all the company cost centers configured on Fyle.
Once these mappings are configured, you are ready to start importing and exporting expenses through the integration app. Learn how to import and export expenses.