How to Integrate Emburse Certify with QuickBooks?

Expense management is a critical function for any business. The conventional methods of managing expenses, which require manual data entry and paper receipts are time-consuming and prone to errors. Such methods can lead to data inconsistency, making it difficult for businesses to monitor expenses and control costs. Emburse Certify is an expense management solution that offers a wide range of robust tools to help businesses streamline their expense management operations. It offers various features including mileage tracking, automated expense report creation, and actionable dashboards that help streamline reconciliation and reduce reimbursement times. It also offers an easy-to-use mobile app, through which the users can take a snapshot of the receipts and send them, and its patented Emburse Receipt Transcription automatically organizes the data, saving users valuable time. In this article, we will explain how to integrate Emburse Certify with QuickBooks.

What Are the Advantages of Integrating Emburse Certify with QuickBooks?

These are some of the benefits of integrating Emburse Certify with QuickBooks.

• Allows users to easily link employees, vendors, expense categories, and departments with QuickBooks.
• Enables users to post journal entries to show details by expense category, and issue checks in QuickBooks directly from the Certify feed.
• Offers GPS features that can be used to transform trip information such as date, distance, and duration into accurate, reimbursable mileage expenses.
• Users can submit and track pre-approved spending requests and issue virtual cards, which help in eliminating out-of-pocket expenses.

How to Integrate Emburse Certify with QuickBooks?

Although Emburse Certify integrates with QuickBooks Online and Desktop, here are the instructions for connecting it to QuickBooks Desktop.

• Log into your Emburse Certify account.
• Click the gear icon on your account homepage.
• Under “System Integrations” select “Configure AP Integration.”
• From the “AP Integration” dropdown menu, select “QuickBooks” and click “Save.”
• Now, a new box “QuickBooks Sync” will become available on the account homepage.
• Click “QuickBooks Sync” and then click on “Click here to install the tool.”
• A QuickBooks Sync tool will be downloaded on your desktop. Once downloaded, install it.
• Next, configure mappings between Certify and QuickBooks by selecting the “Link Wizard” in the pop-up window.
• A “Certify Login” window will pop up, enter your Certify username and password and click “Login.”
• Now, click “Link Wizard” in the popup window to map “Certify Expense Categories and Employees” to QuickBooks.
• Once the required categories have been mapped, click “Save Changes.”
• Next, click “Synchronize to QuickBooks” and select a “Checking Account” for reimbursable expenses and a “Credit Card Account” for non-reimbursable expenses.
• Click “Synchronize.”
• Next, map the vendors in Certify to the vendors in QuickBooks by selecting a vendor from your QuickBooks Vendor list or clicking the “Add Vendor” checkbox. Once done, click “Save.”

Apps4Rent Can Help with Emburse Certify and QuickBooks Integration

Integrating Emburse Certify with QuickBooks can help businesses automate the transfer of expense data, thus eliminating the need for manual data entry, and reducing the risk of errors. However, a lot of configurations are required to map files between the two solutions.

As an Intuit Authorized Hosting Provider, Apps4Rent provides a secure QuickBooks cloud hosting environment from top-tier SAE-16 data centers in New York and New Jersey and can help in integrating Emburse Certify with QuickBooks at no extra cost. Contact our QuickBooks specialists available 24/7/365 via phone, chat, and email for assistance.