Next User Type: Admin
If you have set up the QuickBooks Online integration in J.P. Morgan Next, you can manage settings for how the integration works. This includes syncing merchant data, selecting the credit card account to use for the sync, and enabling automatic sync.
Note: By default, the QuickBooks Online integration syncs up to 2,999 projects with Next. You can remove this limit and sync unlimited projects through your QuickBooks Online integration.
Manage integration settings from a web browser
In the Navigation Menu, select Integrations
Find the QuickBooks Online integration
Select Configure
From the QuickBooks Online account setup section, you can manage settings for the integration:
To select the credit card account used for the sync, open Sync from credit card
To include receipts in the transaction sync, select Receipt sync
To include vendor information with synced transactions, select Vendors sync
To automatically sync completed transactions every 24 hours, select Automatically sync spend transactions
Note: The Auto Sync feature syncs transactions up to 30 days old that have not previously been synced.
Open the Transaction posting date drop-down menu to select how the transaction date displays in QuickBooks Online after the transaction sync:
Transaction date: Date displays as the date the transaction occurs
Cleared date: Date displays as the date the transaction clears; this is the default selection
To control which Next fields (such as employee, project, or other custom fields) sync to the Memo field in QuickBooks Online, select Configure for the Memo Field Content setting
To enable billing for projects and jobs, select Make projects and jobs billable
To allow sync for items, select Item Sync
To sync transactions older than 60 days, select Sync older transactions
Note: Syncing older transactions will overwrite any changes made within your accounting integration.
To sync transactions to a single vendor in QuickBooks, select Vendors
To allow Next to sync an unlimited number of projects with QuickBooks Online, select Disable Project Limit
Notes:
The Disable Project Limit setting is only available for companies using the legacy version of the QuickBooks Online integration.
If this option is not enabled, the project limit is 2,999.
You can also configure how your integration is mapped to Next custom fields by selecting Configure
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