How to Integrate with QuickBooks Online
Start syncing your expense tracking between Foreceipt and QuickBooks Online (QBO) in just a few minutes—watch the tutorial or follow the guide below:
Watch the QuickBooks Online integration tutorial (under 5 minutes)
How It Works
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Once linked, Foreceipt automatically imports your QBO Chart of Accounts (both categories and accounts), ensuring consistency across platforms.
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Existing receipts in Foreceipt keep their original category and account assignments. You can choose to update them to the newly imported QBO options if needed.
Step-by-Step Setup
1. Verify Your Plan
Make sure you're on the Business plan—this feature is exclusive to Foreceipt Business users.
2. Connect to QuickBooks Online
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In the Foreceipt web portal, select QuickBooks Online from the sidebar.
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Click Connect to QuickBooks Online and log into your QBO account.
Your QBO Chart of Accounts will be imported into Foreceipt for consistent categorization.
3. (Optional) Update Existing Receipts
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Click Update Account & Category of Receipt on the QuickBooks Online page in Foreceipt to align past receipts with your QBO structure. Note: receipts still tied to old Foreceipt categories/accounts can’t be pushed to QBO until updated.
4. Push Receipts to QuickBooks
You can transfer receipts in two ways:
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Open a receipt and click the Push to QB button.
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Or, select multiple receipts from the list and use Push to QB to batch-submit.
Once pushed, receipts are locked in Foreceipt but can be unlocked if you make edits. You can push again to update them in QBO.
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To hide imported items you don’t need, go to Settings → Accounts or Categories, open the item, and select Disable. Reactivate anytime similarly.
6. Sync Updates from QuickBooks
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Changes to categories or accounts must be made in QBO.
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Return to Foreceipt and click Sync Categories & Accounts from QuickBooks Online to apply updates.
7. Disconnect When Needed
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Use Disconnect from QuickBooks Online to unlink your QBO account.
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After disconnecting, you can choose to revert to Foreceipt-native categories/accounts or keep using the synced ones.
Why This Integration Helps
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Consistency in categorization across Foreceipt and QBO
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Streamlined workflows—less manual data entry, more accuracy
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Simple updates when your accounting structure changes in QuickBooks
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Control over which accounts and categories are visible
Quick Overview
| Step | What to Do |
|---|---|
| 1 | Ensure you're on the Business plan |
| 2 | Connect to QBO from the web portal |
| 3 | (Optional) Update past receipts to use QBO categories |
| 4 | Push receipts to QuickBooks individually or in bulk |
| 5 | Hide any unnecessary imported categories/accounts |
| 6 | Sync updates from QBO when needed |
| 7 | Disconnect if you want to revert to Foreceipt defaults |