Overview

Extend allows you to download your virtual card transactions in QBO format. This way, you can easily import the file into Quickbooks Online. 

Note: While Extend lets you view your transactions on web and mobile, the QBO export is only available for select issuers on on web.

To download your transactions:

1. Select Card Transactions from the navigation
2. You will notice the default view of transactions is by Transaction Date. Use the filters to broaden or narrow your resulting transactions
   
   
   
3. In the top right corner of the transactions list, select the download button and use Export for Quickbooks
   Note: Any filters you have currently placed on your transactions list will be applied to the downloaded file.
   

4. Open QuickBooks Desktop and log in to your company file as an administrator.

5. Go to File > Utilities > Import > Web Connect Files. Locate and select the .QBO file you generated from Extend. Choose the bank account. If the account is already in QuickBooks, select it from the dropdown. If it’s a new account, select Create a new QuickBooks account and follow the prompts.

Note: Using an unsupported version or an outdated release of Quickbooks Desktop may result in errors or being unable to import .QBO files. Please ensure you have a supported version or contact your Intuit Support for guidance.

For guidance on performing reconciliation, please head over to How Can I Perform Reconciliation?