Connecting QuickBooks Online to your Bento account is a quick and easy process! In order to do this you will want to take the steps below or view this video here:
- Login to your Bento account
- Click on the "Transactions" tab at the top
- Select the green "Connect to QuickBooks" button on the right-hand side
- If you are not already logged into your QuickBooks Online account, enter your QuickBooks Online credentials
- Select the QuickBooks Online Account you would like to connect
- Click the "Authorize" button to connect Bento to your QuickBooks Online account
- Click "OK, let's sync"
Next, you will be prompted to select your import settings and sync frequencies for your Bento transactions. First, you will need to select which account you would like your transactions to sync to. The default option, "Bento Checking (will be created)", will create a new bank account in your QuickBooks Online chart of accounts.
If you would rather use an existing account of yours, you do have the option to select an existing bank account from your chart of your accounts.
After selecting your account, you will be prompted to select which past transactions you would like to import into QuickBooks Online. If you have never entered any of your Bento transactions into QuickBooks Online, we'd recommend using the default option of "Yes - All past transactions" -- otherwise, select the option that best suits your needs.
Next, you will need to decide if you want your transactions to sync over to QuickBooks Online Automatically or manually. To assure that your QuickBooks Online account is always up-to-date with your employee expenses, we recommend selecting the daily, automatic sync option.
Click "submit" and "ok" and all your previous transactions will automatically start to load into your QuickBooks Online account
Please note: Depending on the number of transactions you are syncing, this process can take up to 2 hours to complete. If you experience any issues with transactions syncing, please don't hesitate to contact firstname.lastname@example.org.
If you chose to have transactions Automatically sync, your transactions will transfer over to QuickBooks Online every 24 hours, from the initial time you sync.
If you chose the manual sync option during your setup, please see this article to see how to manually sync your transactions.