> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect QuickBooks Online

> Connect Dash.fi to QuickBooks Online and start syncing card transactions to your general ledger.

<Note>
  This page covers **QuickBooks Online**. For QuickBooks Desktop, see [Connect QuickBooks Desktop](/integrations/accounting/connect-quickbooks-desktop).
</Note>

## Before you start

You'll need:

* An active QuickBooks Online account
* Admin or accountant access in both Dash.fi and QuickBooks Online

## 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**.

## Step 2: Choose your integration mode

Dash.fi offers two modes. Choose the one that fits your workflow:

| Mode                                | How it works                                                                                                                   | Best 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 Feed**                       | A 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.

## 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.

<Note>
  If you close the QuickBooks sign-in popup before approving the connection, Dash.fi surfaces a **Finish connecting QuickBooks Online** banner on the Accounting screen and **Settings → Integrations**. Click **Continue setup** in the banner to resume the same flow — see [Resume an incomplete connection](/integrations/accounting#resume-an-incomplete-connection).
</Note>

## 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**.

## 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.

## 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.

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Can I switch integration modes after connecting?">
    Yes. You can disconnect and reconnect with a different mode from **Settings → Integrations**. Re-connecting will re-pull your QuickBooks data.
  </Accordion>

  <Accordion title="Why aren't transactions appearing after I connect?">
    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.
  </Accordion>

  <Accordion title="Why doesn't Dash.fi sync card payments to QuickBooks?">
    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.
  </Accordion>

  <Accordion title="Can I map multiple bank accounts to the same GL account?">
    Yes. The Account Map supports many-to-one mappings — useful if you want multiple Dash.fi accounts to consolidate into a single GL account.
  </Accordion>
</AccordionGroup>