This is the third article in our QuickBooks Online Guide, which explains how Moss syncs data with QuickBooks.
If you have any questions about how to connect Moss and QuickBooks Online, please read the first and second article in the guide first.
You can export all your data from Moss directly into your accounting system. Please find instructions on how different types of transactions sync into QuickBooks.
Follow these steps to go to the export page:
Open Moss
Click on “Export” in the feature overview
Now go to one of the instructions below, depending on which expenses you want to export.
This video tutorial explains how Moss Wallet Payments reconcile in QuickBooks.
Export card transactions from Moss into QuickBooks
Export card transactions from Moss into QuickBooks
Follow these steps to export your card transactions from Moss and import them into QuickBooks.
Make sure you are in the “Card Transactions” tab.
Now select the card transactions you want to export.
If you want to export all transactions at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.
Export invoices from Moss into QuickBooks
Export invoices from Moss into QuickBooks
Follow these steps to export your invoices from Moss and import them into QuickBooks.
Make sure you are in the “Invoices” tab.
Now select the invoices you want to export.
If you want to export all invoices at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.
Export reimbursements from Moss into QuickBooks
Export reimbursements from Moss into QuickBooks
Follow these steps to export your reimbursements from Moss and import them into QuickBooks.
Make sure you are in the “Reimbursements” tab.
Now select the reimbursements you want to export.
If you want to export all reimbursements at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.
Export balance movements from Moss into QuickBooks
Export balance movements from Moss into QuickBooks
Follow these steps to export your balance movements from Moss and import them into QuickBooks. Balance Movements contain
Make sure you are in the “Balance movements” tab.
Now select the balance movements you want to export.
If you want to export all balance movements at once, simply click on the box at the top of all items to select all.
To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.
How Moss posts into QuickBooks Online
Credit Card Transactions from Moss are posted as Expenses into QuickBooks.
Invoices and Employee Reimbursements are posted as Bills into QuickBooks
Wallet Payments for Invoices and Reimbursements are posted as Bill Payments into QuickBooks
You have now reached the end of the QuickBooks Guide.