The QuickBooks Disbursements Integration helps you save time by easily importing transactions from your QuickBooks Online accounts into EveryAction for disclosure reporting. This guide walks you through the initial setup process.

Before you begin

Check the following: 

• Disclosure Reports are enabled: The QuickBooks Disbursements Integration is meant to be used with disclosure or compliance designations. If you do not have access to the Disclosure Center and believe it should be enabled, contact our Support Team.
• QuickBooks Online credentials: Have your QuickBooks Online login information ready to complete the setup process.
• Proper permissions: You need administrative access to both your EveryAction account and your QuickBooks Online account.

Note: This integration is only compatible with QuickBooks Online, not standard desktop versions of QuickBooks.

Step 1: Access the integration

Log in to your EveryAction account and click on the Administrative Menu tile on the Main Menu. Then, click Integrations and select QuickBooks Disbursements Integration.

Step 2: Connect to QuickBooks Online

Next, click the Connect to QuickBooks button and enter your QuickBooks Online credentials when prompted. If you have multiple companies, select the QuickBooks company you want to connect and then click Connect to authorize the integration.

Step 3: Select payment accounts

After connecting, you will find a list of available payment accounts from your QuickBooks Online company. Select the checkbox next to each account you want to include in the integration. 

At least one account must be selected and mapped during setup. Unselected accounts will still be available for selection later if needed.

Click Continue to proceed to the mapping step.

Step 4: Map your selected accounts

For each selected account:

1. Select a Designation from the dropdown menu (Required)
2. Select a Purpose for the transactions from this account (Required)
3. Add any additional mapping information as needed
4. Other mapping fields are optional and may be left blank
5. Click Save & Close after mapping each account

Note: While some steps, like mapping selected accounts, can be skipped and completed later, we highly recommend completing all steps in one session to make managing your accounts easier.

What happens next?

After setup is complete, your mapped accounts will be ready for importing transactions. Any unmapped accounts will be available for mapping later. Additionally, if multiple people in your organization use EveryAction, they'll be able to use the integration without repeating the setup process

Going forward, you can:

• map additional accounts that were not selected initially
• edit mapping information for already mapped accounts
• unmap accounts if needed

Learn more about managing accounts from the QuickBooks Disbursements Integration

Ready to import transactions?

Once your accounts are set up and mapped, you're ready to start importing transactions.

Learn how to import with the QuickBooks Disbursements Integration

What else do you need help with?

• Run reports for QuickBooks Disbursements Integration
• Manage accounts from the QuickBooks Disbursements Integration
• Read FAQs about the QuickBooks Disbursements Integration

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