Pulling credit card transactions into Knowify from QuickBooks Online

QuickBooks Online has an awesome feature that can automatically load your Credit Card transactions into your QBO account. Knowify has an awesome feature that can automatically load your QBO transactions into your jobs. Put the two of them together, and you get some great automated job costing!

static1.squarespace1 Pulling credit card transactions into Knowify from QuickBooks Online

To start this process, you’ll need to know that Knowify can only pull any Expense transactions from QuickBooks. You can find the full list of expenses in QuickBooks here:

Screen-Shot-2017-02-01-at-9.41.51-AM Pulling credit card transactions into Knowify from QuickBooks Online

QuickBooks will auto-pull your credit card transactions into your QBO account, but they won’t automatically end up in the Expenses. You’ll start by going to the Banking tab of your QBO account:

Screen-Shot-2017-02-01-at-9.43.13-AM Pulling credit card transactions into Knowify from QuickBooks Online

This is where you will see all credit card transactions that have been made and synced with your QuickBooks account. However, to pull them into Knowify, you’ll first have to pull them into your Expenses. You can do this by selecting the necessary lines:

Screen-Shot-2017-02-01-at-9.44.19-AM Pulling credit card transactions into Knowify from QuickBooks Online

And when you choose “Accept Selected” it will pull them into your Expenses:

Screen-Shot-2017-02-01-at-9.44.58-AM Pulling credit card transactions into Knowify from QuickBooks Online

And when you sync with Knowify, it will pull them in as purchases:

Screen-Shot-2017-02-01-at-9.47.17-AM Pulling credit card transactions into Knowify from QuickBooks Online

You can click on the dollar value in the “Description” column to point them at Knowify jobs:

Screen-Shot-2017-02-02-at-11.36.15-AM Pulling credit card transactions into Knowify from QuickBooks Online

Or you can use the Job Costing Hub:

Screen-Shot-2017-02-02-at-11.36.52-AM Pulling credit card transactions into Knowify from QuickBooks Online

And it will be as simple as making sure all the expenses are allocated to the correct jobs in Knowify for job costing! You can learn more about pulling expenses from QuickBooks into Knowify in this video!