J.P. Morgan Next

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Follow the steps below to set up your QuickBooks Online integration in J.P. Morgan Next. After your integration has been completely set up, you need to configure the integration in order for transactions to sync.

Once the integration is set up and mapped, you can view and manage custom field options mapped to the QuickBooks Online integration.

In QuickBooks Online, complete the following steps:

From the Company menu, select Chart of Accounts

Open the Account menu and select New

In the Add New Account window, enter a name for the credit card

- Give the credit card account a name like “Next Credit Card” so it’s obvious that this is the one related to J.P. Morgan Next transactions

1. From the Company menu, select Chart of Accounts
2. Open the Account menu and select New
3. Select the Credit Card button 
4. Select Continue
5. In the Add New Account window, enter a name for the credit card
 - Give the credit card account a name like “Next Credit Card” so it’s obvious that this is the one related to J.P. Morgan Next transactions
6. Select Save &amp; Close

In the Navigation Menu, select Integrations

1. Open Next in a web browser
2. In the Navigation Menu, select Integrations
3. Find the QuickBooks Online integration 
4. Select Connect
5. Select Connect to QuickBooks
6. Log in to your QuickBooks account

Find the QuickBooks Online integration

In the Credit card account drop-down menu, select the credit card account you created in QuickBooks

1. In the Navigation Menu, select Integrations
2. Find the QuickBooks Online integration 
3. Select Configure
4. In the Credit card account drop-down menu, select the credit card account you created in QuickBooks

After your QuickBooks integration has been completely set up, you need to configure the integration in order for transactions to sync.

Next's integration with QuickBooks Online allows for automatic syncing at the end of each day. If you’d like to enable auto syncing of your transactions, toggle the Auto Sync button in the QuickBooks configuration settings.

Here is what happens when the toggle is activated:

Next syncs with your accounting software nightly (generally around midnight).

Next looks at completed transactions for the last 30 days and only syncs transactions that have never been synced before.

If a transaction takes more than 30 days to complete, it is not synced via the auto-sync.

The 30-day clock starts on the day that the transaction clears.

- Next syncs with your accounting software nightly (generally around midnight).
- Next looks at completed transactions for the last 30 days and only syncs transactions that have never been synced before.
- If a transaction takes more than 30 days to complete, it is not synced via the auto-sync.
- The 30-day clock starts on the day that the transaction clears.

Learn how to set up your Next-to-QuickBooks Online integration.

Set up the QuickBooks Online integration for your account

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Set up the QuickBooks Online integration for your account

Create credit card account

Open QuickBooks Online integration

Select credit card account

Configure integration

Accounting integration auto sync