Audience: Neo1 Admins


Getting your Neo1 company connected to your QuickBooks Online platform takes minutes! This process will map Neo1 Accounting Segments for your QuickBooks account codes and will synchronise the tax codes you have in QuickBooks to Neo1.

Note: This integration is for the QuickBooks Online platform only. Companies using any other QuickBooks version should configure Neo1 manually.


Connect Neo1 to QuickBooks Online

Step 1: Click on Settings

Step 2: Click on Connect to QuickBooks

Step 3: Click Confirm in the confirmation box:

Step 4: You will now be taken to the Intuit Account login to authenticate. Login with your Intuit Account Administrator credentials.

Step 5: Chose your company. If you have more than one company under your QuickBooks login, you may be prompted to choose which company you wish to connect to Neo1 

Note: You can only connect one QuickBooks account to Neo1 at a time. If you have multiple companies, please speak to Neo1 customer support 
who will be able to create additional Neo1child companies for you to manage this scenario.

Step 6: You will be presented with a dialog box asking you to confirm you wish to integrate into Neo1 for Spend Management. Click Connect to confirm.

Step 7: Once you have clicked on Connect, you will be redirected back into Neo1. Wait a few seconds for your QuickBooks settings to be synchronised, and then you will be presented with the following screen confirming you have integrated the two platforms

Step 8: Once you have Connected, you will need to Configure your settings.



Validate that all data has been imported correctly

Step 1: Click on Settings 

Step 2: Click on Expense

Step 3: You can see your QuickBooks Account field listed first in the left pane and the loaded accounting codes in the right pane. 

Next Steps: Create additional account segments (i.e. Cost centre, Department etc.) (optional) 
If you don't need to create any additional accounting segments then please follow the
Next step: Mapping Expense types (mandatory)