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Updating tracking categories from QuickBooks Online
Updating tracking categories from QuickBooks Online

Sync the tracking categories between the Payhawk system and your QuickBooks Online accounting software.

Nikolay Pohlupkov avatar
Written by Nikolay Pohlupkov
Updated over a week ago

When you connect your Payhawk account to QuickBooks Online, your available QuickBooks Online tracking categories are automatically imported.

If you update your QuickBooks Online tracking categories after the connection between the two systems has been established, you have to manually update that data in Payhawk.

Updating QuickBooks Online categories in Payhawk

To manually update your tracking categories in Payhawk:

  1. Log in to the Payhawk web platform.

  2. Go to Settings > Expense fields.

  3. Under Built-in fields, select Categories.

  4. Click on Update from QuickBooks Online.

Editing or deleting existing categories from Payhawk

To edit or delete a QuickBooks Online category from Payhawk:

  1. Log in to the Payhawk web platform.

  2. Go to Settings > Expense fields.

  3. Under Built-in fields, select Categories.

  4. To edit the desired category, hover over it and click on the Edit icon. Update its value and click Save.

    Alternatively, to delete an existing category, click on the Bin icon.

Next steps

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