Setting up the QuickBooks Expense Data Integration


How do I set up the QuickBooks Expense Data integration?

To set up the QuickBooks Expense Data integration, navigate to the Connections page.


Select the QuickBooks Expense Data tile to open the QuickBooks Expense Data home page. Click the connect button in the top right.


You will be asked to select the relevant QuickBooks company and authorise a connection with Airwallex.


Once you’ve selected your QuickBooks company, you will need to map your Airwallex wallet currency accounts with corresponding QuickBooks bank accounts. Note you may need to create QuickBooks bank accounts for currencies in which you expect to incur expenses, if these do not already exist.


After reviewing and updating your currency connections if needed, you can then review and edit the expense data that you want to import into Airwallex. This includes your chart of accounts (expense accounts and asset accounts), classes, locations, tax rates, and vendors. You can choose to import all or a subset of the data. For vendors, you can choose to display imported contacts for your cardholders to use when submitting expenses.


Once you’ve successfully imported your expense data, you can customise which fields you want your employees to submit for their expenses.