QBO: Syncing company bank accounts

A quick guide to syncing bank accounts between Routable and QuickBooks Online

Omri Mor avatar
Written by Omri Mor
Updated over a week ago

Once you have a QBO integration up and running, you will have the option to select which bank accounts you want to sync.

Syncing the bank accounts on Routable to QBO:

To get started, you will first need to select which Routable bank account(s) you would like to sync to QBO.

On the dropdown under "QBO Account", select which bank account on your ledger you want to pair with which bank account on Routable.

Then, select confirm.

If you ever want to review the pairings,  look at the "Matched" tab underneath "Synced bank accounts.

Syncing the bank accounts on QBO to Routable:

If you want to add a bank account that exists on QBO (and not on Routable) head to your Bank Connections Settings tab. You'll be able to add a bank account quickly! 

Then, come back to this integrations page, and as before, use the drop down to select and confirm which account on Routable you want synced with which account on your ledger.

I'm having trouble syncing my bank account. What should I do?

If you're running into issues syncing a bank account, please contact us and a representative will be in touch shortly.

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