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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.

Updated over 2 months 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. In the Payhawk web portal, go to Settings > Expense fields.

  2. Below Built-in fields, select a Tracking category.

  3. Click on Update from QuickBooks Online.

Editing or deleting existing categories from Payhawk

You can edit or delete tracking categories only in QuickBooks Online as the accounting system is the source of truth. The updated values will be displayed after you manually sync the integration from Settings or when you click on the Update from QuickBooks button.

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