💡This feature is currently in early access which means we probably improve it in the next months based on our customer's feedback. If you want to use Quickbooks Online export please contact Pliant support using our in-app Chat or by sending us an email.
Pliant allows you to export transactions to Quickbooks via our accounting export page. While exporting, receipts as well as pre-accounting data (e.g. G/L accounts, suppliers/merchants, VAT rates ...) are synchronised to Quickbooks.
How do I set up the integration to Quickbooks in Pliant?
(1) Navigate to Settings > Accounting > Quickbooks Online (tab) or use the shortcut on the integrations page
(2) Connect Pliant to Quickbooks by clicking on "Connect"
Important: You need to have your credentials at hand to complete the initial connection. After you've setup the connection in Quickbooks, you're redirected back to Pliant.
(3) At the bottom of the page choose which G/L Accounts and VAT rates should be available for pre-accounting within Pliant (This can be changed anytime later) by clicking "Setup Sync".
For G/L Accounts you also need to map them to the payment categories. This can be done via G/L Account or by selecting multiple.
(4) Optional: Map existing tracking categories (e.g. classes) to cost centers and/or cost units in Pliant to make them available for pre-accounting purposes in Pliant (Optional)
(5) After successful connection, define the bank account as well as the default supplier and default customer on the General accounting settings page
(6) Once set up head over to the accounting export page to export transactions
During set-up ...
we import G/L accounts, VAT Rates, tracking categories automatically to your Pliant organization. Existing G/L accounts, VAT Rates, Cost Centers and Cost Units are automatically deactivated
we do set G/L accounts and VAT rates as mandatory for export as those data fields are mandatory in Quickbooks
How do I export transactions to Quickbooks in Pliant?
Navigate to Accounting export and start checking and/or manually assigning the necessary data (e.g. uploading receipts, adding receipt numbers, assigning G/L accounts, VAT rates, comments ...)
Select the transactions you want to export to Quickbooks and move them via the export queue to the exported page (More information on how to use our accounting export flow can be found in this article)
The export is triggered in the background and we will inform you about the result using the status indicator at the top of the page
Important:
✅ If a receipt is uploaded to a transaction we automatically link the receipt to the payment in Quickbooks.