How to use QuickBooks payment categories

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Ensure the User has successfully linked their Quickbooks (QB) account. If not, see our guide to “How to link a user’s QuickBooks account to a payment method (funding source)”.

Using QuickBooks payment categories

  1. Click the  +  sign and select Bill payment.

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2. Select Add a Bill Manually or Upload a Bill File.
3. Under Vendor Name, there's the QuickBooks Category field where you can enter your Quickbooks Category and select the appropriate account. These accounts are synced with the options you have in your QuickBooks.

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4. Continue with payment. Once a payment is complete, it will sync with its assigned category back in your Quickbooks account.

And as always, if you have any questions, we're available via chat, or email here.

 

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