We’re excited to introduce Keep’s Expense Management and Accounting Integration with QuickBooks—a streamlined solution designed to simplify financial tracking, categorization, and transaction syncing.
All-New Additions:
QuickBooks Integration: Keep now integrates seamlessly with QuickBooks Online, allowing you to sync transactions directly and create organized accounting records.
Improved Expense Management: New Accounting tab with all your transactions — Needs Review, Ready to Sync, and Synced—to help you maintain a clear view of all expenses at every stage.
Receipt Tracking: Upload receipts effortlessly via SMS, email, or directly from the Keep dashboard, ensuring every expense is accounted for.
How to Make the Most of This Integration:
- Connecting to QuickBooks: Navigate to Settings > Accounting in the Keep dashboard, select Start Now, and log in to QuickBooks to sync your data instantly.
- Invite Your Accountant: Provide your accountant with access to enhanced features, enabling them to manage, review, and sync expenses directly in Keep.
- Managing Transactions: In the Accounting section, categorize expenses, link vendors, assign tax codes, and ensure every detail is organized for syncing.
- Uploading Receipts: After each transaction, upload receipts by replying to the auto-email or SMS notification. Alternatively, log in to the dashboard, select the transaction, and upload the receipt directly.
If you have any questions or need assistance, our support team is here to help. For more details, visit our Help Center or reach out anytime to maximize your Keep and QuickBooks experience!
