General Settings:

1. Select the Expense Date. Expense date can either be Recorded Date or Export Date

Recorded Date – Date on which the expense is created.
Export Date – Date of export

2. Select the Expense Type. Expense type can either be Check or Journal

Category Settings:

3.  If you want to import all categories from QuickBooks, then click on “Get Categories from QuickBooks” button

4. After importing categories, all your categories from QuickBooks will be imported to Fyle, and all the current categories on Fyle will be disabled

5. If any of your existing categories are linked to expenses, they will have to be mapped to a QuickBooks category on this page. You can select a relevant category from the drop down list

User Settings:

6. After you have connected your Fyle account to QuickBooks Online, most of the employees will be automatically mapped. If any employee is not mapped, you should map them on this page

Project Settings: 

7. If you want to map Project on Fyle with Department on QuickBooks Online at one go, choose the 'Get Departments from QuickBooks' option. The pre-requisite is that the name of Projects on Fyle and the name of Department on QuickBooks Online has to be the same


8. Alternatively Project on Fyle can be mapped to QuickBooks Online Department using the respective dropdown option

Cost Centre Settings:

9.  If you want to map Cost Centre on Fyle with Class on QuickBooks Online at one go, choose the 'Get Classes from QuickBooks' option. The prerequisite is that the name of Cost Centre on Fyle and the name of Class on QuickBooks Online has to be the same

10. Alternatively Cost Centre on Fyle can be mapped to QuickBooks Online Class using the respective dropdown option

Did this answer your question?