Streamline your finances with our QuickBooks integration. Automate receipts, speed up month-end, and eliminate manual data entry for a faster, more accurate close.
1775+ reviews
Stop wasting time on manual CSV imports and data reconciliations.
Our bi-directional integration allows Sage Expense Management and QuickBooks to 'talk' to each other in real-time. Whether you're updating employee lists in QB or exporting reimbursable expenses, the data flows seamlessly both ways.
Set it up once and let the automation handle the rest.
Intelligent coding that speaks QuickBooks language.
Since Sage Expense Management imports your Vendors, Customers, Chart of Accounts, and Projects directly from QuickBooks, our AI automatically maps every receipt detail to the right category.
Expenses are coded instantly after a receipt is scanned, so you can close your books on time.
Manual data entry shouldn't be a bottleneck in your accounting workflow.
Sage Expense Management stays in constant sync with your QuickBooks Chart of Accounts, so any new account you add is instantly available for expense coding.
This seamless connection means your team can categorize expenses accurately without you ever having to lift a finger to map them manually.
Say goodbye to complex API setups and expensive implementation consultants.
Sage Expense Management offers a plug-and-play connection with QuickBooks that requires zero technical expertise. Just follow our step-by-step guided instructions to authorize the link and map your data, so you can start automating your expense workflows immediately.
We integrate seamlessly with both QuickBooks Desktop and QuickBooks Online, allowing you to manage expenses effortlessly across platforms. Sync your data, streamline reconciliations, and ensure accurate financials no matter which version of QuickBooks you use.
Sage Expense Management alerts you the instant an issue occurs during a QuickBooks export or data sync.
Instead of digging through log files or technical manuals, you get clear, actionable insights directly on your dashboard so you can resolve the error and get back to work immediately.
When your team spends, they just text a photo of their receipt. Sage Expense Management instantly matches it to the card transaction and pushes the reconciled data to QuickBooks.
Every expense is recorded as a complete, audit-ready entry, so you never have to worry about missing documentation.
Reconciliations features
CONSTRUCTION
Sage Expense Management has made it very convenient for us to see our expenses as soon as employees swipe their cards. We get to know almost right away when employees have missed a receipt with the real-time card feeds, instead of waiting for the bank statement to be uploaded at the end of the week.
Accounts Payable
MEDIA
Sage Expense Management is an exceptional solution that has consistently proven its value. It stands out as a robust and user-friendly platform, meticulously designed to cater to the needs of both employees and finance/accounting professionals alike.
Controller
FINTECH
Switching to Sage Expense Management has truly improved the way we manage our expenses, by saving us a tremendous amount of time that used to be spent manually inputting receipts and reconciling expenses.
Executive Assistant to the CEO
RELIGIOUS INSTITUTIONS
Sage Expense Management has been a game-changer for our team! Before, our team was inconsistent in their expense reporting, and it took hours and days of work for our accountant to manually enter everything in QuickBooks. With Sage Expense Management, our team has had consistency and accountability, our accountant spends far less time entering expenses!
Administration Director
NON PROFITS
Previously, we were trying to track thousands of dollars in credit card expenses and reimbursements across many employees each month with an Excel spreadsheet. It was a nightmare! With the help of Sage Expense Management's wonderful team, we now have a system that has streamlined the process and made it much more professional for all of us at Bright Futures for Youth.
Associate Director
INFRASTRUCTURE
Sage Expense Management was the best expense software we found that connected with NetSuite seamlessly and efficiently. It allows control of our expenses within NetSuite, and has an easy-to-use end user interface.
NetSuite Administrator
CPA, Accounting Manager
CONSTRUCTION
Sage Expense Management has tremendously cut the preparation and processing time for our 85 cardholders and admins. Finalizing one reporting period for all cards now takes less than a month, compared to over 2 months before. The availability of reports on demand is precious. The simple process and unsurpassed support has led to significant time and cost savings.
Sr. Financial Operations Analyst
NON PROFITS
The main challenge we face with expense reporting is that we currently have a completely manual process, so our goal was to automate expense gathering, tracking, and reporting to make it easier on our team. Sage Expense Management's ability to capture receipts via email or app, automatically categorize and allocate to various credit card utilizations, & affordability made it a great choice for us.
Treasurer
HEALTHCARE
The ability to effortlessly capture receipts on-the-go, coupled with its intelligent auto-categorization feature, has saved us countless hours previously spent on manual data entry.
Office Manager
REAL ESTATE
We didn't want another complex tool, we just needed a system our team would actually use. Now, with Sage Expense Management, receipts come in instantly, expenses are tagged correctly, and I'm not spending hours cleaning up data.
CIO & CFO
COMPUTER SOFTWARE
Sage Expense Management works so well for us, it saves us time to reconcile dozens of charges throughout the month and organizes the individual reports coming from each cardholder. It typically takes each cardholder less than an hour each month to complete all necessary transactions to accurately and completely file their expense reports.
Chief Operating Officer
SECURITY
We now have system that not only captures and organizes all necessary data but also seamlessly integrates receipts and flows effortlessly into our ERP. What I appreciate most about the platform is its organization and efficiency.
Financial Director
MANUFACTURING
Sage Expense Management offers robust features without requiring company cards, giving us the flexibility we needed without the extra cost or complexity. It is intuitive and user-friendly, and has significantly streamlined our expense management process.
Office Manager
MEDIA
Sage Expense Management has been instrumental in automating our employee expense processing. Our employees love the receipt text feature and I love the integration with Netsuite.
Director of Accounting Services
While QuickBooks offers basic expense tracking and bill payment, it is primarily an accounting engine rather than a dedicated expense management platform. It often lacks the advanced automation needed for high-volume receipt capture, complex approval workflows, and real-time employee card feeds. By using a specialized QuickBooks integration like Sage Expense Management, you fill these gaps - automating the manual expense management and policy enforcement before the data ever touches your books.
Yes. Sage Expense Management offers two-way integrations with supported accounting software. Approved expenses sync directly to accounting, and relevant data such as accounts, categories, and fields can be imported from your accounting system to keep everything aligned.
Our QuickBooks integration is built for speed and 'audit-ready' accuracy. Unlike basic integrations that only push data one way, ours is bi-directional. This means we pull your latest QuickBooks categories (like Projects and Departments) so employees can code expenses accurately on the fly. In addition, our unique 'text-to-reconcile' feature matches receipts to card transactions instantly and pushes the fully reconciled entry to QuickBooks, ensuring your books is always up to date.
Yes. While we offer a best-in-class QuickBooks integration, we understand that businesses grow and tech stacks evolve. We provide robust, native integrations for a variety of accounting platforms, including Sage, NetSuite, and Xero. This flexibility ensures your expense management remains seamless and automated, regardless of which ERP or accounting software you use.
Getting started with our QuickBooks integration is fast and hassle-free. All it takes is your QuickBooks login credentials and just 15 minutes. Our intuitive self-serve setup guide ensures you can complete the process entirely on your own.
QuickBooks provides basic receipt and expense tracking, but for advanced functionality, it seamlessly integrates with our platform. With this integration, managing expenses becomes effortless, and reconciliations are simplified, giving you greater control and visibility over your finances.
Sage Expense Management starts at just $11.99 per active user per month (billed annually). Check out the full pricing details here. Note: An active user is someone who either logs at least one expense or connects a credit card with active transactions.
