The QuickBooks integration feature allows you to save on time that would be spent manually importing transactions from your Boya expense statements to your accounting system.
How does it work? Once you've integrated Boya to QuickBooks the expenses will be automatically posted to QuickBooks upon approving them on the dashboard. Therefore, it is important to ensure the categories on your accounting system match those on your Boya account so that each expense will be mapped correctly.
Follow the steps below to integrate your Boya account with QuickBooks.
Step 1: Navigate to “Settings”, and click the tab “Integrations”. Switch the toggle button on the QuickBooks tab. You will be prompted to connect your QuickBooks to Boya.
Step 2: You will be requested to sign in to your accounts in order to authorize sharing of your financial information, then click Finish
Step 4: Match your categories on Boya (left) to your chart of accounts on QuickBooks (right)
Step 5: Select your Bank in QuickBooks.
Step 6: Choose your tax rate account or you can set it on
Step 7: Select the chart of account to track your Boya fees
Step 8: Select how often your approved expenses should automatically be
After successful integration, approved transactions will be automatically posted on your QuickBooks accounting system.
Click on the three dots on the QuickBooks tab to Sync the report. You can also view the report by clicking on "Logs & Reports".
Please reach out to us at 0768978792/[email protected] to have your QuickBooks connected!