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This page covers QuickBooks Online. For QuickBooks Desktop, see Connect QuickBooks Desktop.

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Before you start

You’ll need:
  • An active QuickBooks Online account
  • Admin or accountant access in both Dash.fi and QuickBooks Online

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Step 1: Open accounting setup

  1. Log in to Dash.fi and go to Accounting in the left-hand menu.
  2. Select Card Transactions.
  3. If no accounting platform is connected, you’ll see a setup prompt. Click Setup Integration.
  4. You’ll be taken to Settings → Integrations. Select QuickBooks Online.

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Step 2: Choose your integration mode

Dash.fi offers two modes. Choose the one that fits your workflow:
ModeHow it worksBest for
Dash.fi Sync Mode (recommended)Your team codes transactions, attaches receipts, and assigns vendors inside Dash.fi. Reviewed transactions sync to QuickBooks.Teams who want all spend management in one place
Bank FeedA raw transaction feed is pushed directly into QuickBooks for coding there.Teams who prefer to do all coding in QuickBooks
Most customers use Dash.fi Sync Mode. It keeps the full review and coding workflow inside Dash.fi before anything reaches your GL.

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Step 3: Connect to QuickBooks

  1. Click Connect for your chosen mode.
  2. You’ll be redirected to QuickBooks Online. Sign in if prompted.
  3. Approve the connection when QuickBooks asks — select Yes, I’ll connect.
  4. Dash.fi will redirect back to the app and show a syncing status.
Wait for the initial sync to complete before moving on. Dash.fi pulls your chart of accounts, vendors, and existing account structure from QuickBooks — this typically takes a minute or two.

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Step 4: Set up your account map

Once the sync finishes, you’ll be prompted to map your Dash.fi credit card to a GL account in QuickBooks. You can either:
  • Use an existing account — if you already have a credit card liability account set up in QuickBooks for Dash.fi
  • Create a new account — recommended if you don’t have one, or want to keep Dash.fi transactions separate
Give the new account a clear name (for example, Dash.fi Corporate Card) and click Continue. The account status should change to Active.

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Step 5: Map expense categories

Go to Accounting → Categories. Each Dash.fi spend category needs to be mapped to a GL account in your chart of accounts. Dash.fi suggests the most likely GL code for each category using AI — review and confirm or adjust each one. You can update mappings at any time. Individual transactions can also override the category default if needed.

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Step 6: Verify the connection

Return to Accounting → Card Transactions. Cleared transactions should now be visible and ready for review. If transactions appear, the connection is working.

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Reviewing and syncing transactions

With the integration set up, your workflow for each cleared transaction is:
  1. Review the merchant, amount, category, GL code, vendor, and memo
  2. Attach a receipt if required
  3. Click Mark as ready — the transaction moves to the sync queue
  4. Dash.fi syncs ready transactions to QuickBooks in batches, typically within the hour
Transactions can be edited up until the batch picks them up. Once synced, the QuickBooks record is the source of truth.

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FAQ

Yes. You can disconnect and reconnect with a different mode from Settings → Integrations. Re-connecting will re-pull your QuickBooks data.
Check that your account map is set up and the credit card account is marked Active. Without a mapped credit card account, transactions can’t sync and won’t appear in the review queue.
When you pay your Dash.fi balance, that payment flows into QuickBooks through your bank account feed. Syncing it through Dash.fi as well would create a duplicate entry. The Payments tab in Dash.fi is for reference only.
Yes. The Account Map supports many-to-one mappings — useful if you want multiple Dash.fi accounts to consolidate into a single GL account.