KNOWLEDGE BASE

Why aren't my U.S. Bank card transactions syncing with my accounting software in Spend Management? 

There could be a few reasons you’re having issues syncing your accounting software in Spend Management using online banking.

  1. First, make sure your accounting software’s connection status says Connected
  2. Your transactions may also not be syncing because you have yet to opt in to enable auto sync.
  3. Toggle ‘on’ the Auto-sync transactions option by going to Profile & settings and selecting Accounting settings.
  4. Once enabled, it only applies to transactions starting from that date, and all settled transactions are automatically synchronized every 24 hours.
    • If you want to sync past settled transactions, it’s important to note that this must be done manually.

To manually sync transactions for QuickBooks online

  1. Select Transactions and the Accounting tab.
  2. Select the Sync transactions button.
  3. Select the Transaction date range for the transactions, as you will be notified if any transactions matching these parameters have already synced with your account.
  4. Select Sync all matching transactions or Sync only new transactions.

To manually sync transactions for Xero

  1. Select Transactions and the Accounting tab.
  2. Select the Transactions you want to sync by checking the checkbox.
  3. Or you can press sync, and it will sync all the transactions based on the transaction filter.