Connecting to Bill Spend & Expense (Divvy)
Connecting your Divvy account to QuickBooks streamlines your accounting and simplifies your recordkeeping.
- Expenses are automatically categorized based on the NAP codes used in Divvy
- Receipts are automatically synced with transactions, meaning you only need attach them in Divvy to have them in both systems
- Expenses are recognized timely and accurately
- Payments of your Divvy card no longer needs to be split across the multiple categories the charges might represent
Connecting QuickBooks and Divvy
Unlike Connecting your Bank Accounts, the connection between Divvy and QuickBooks starts with Divvy. Only a Divvy Admin can make the connection between the two platforms.
- Log in to Bill Spend & Expense (Divvy) and select "Integrations" from the left navigation menu
- Look for the option for QuickBooks Online - NOT QuickBooks Desktop - and select "Connect"
- Once connected, you will be redirected to the Divvy Dashboard.
Configuring your QuickBooks/Divvy Integration
- Again, select Integrations from the left navigation menu. This time you will see that QuickBooks is connected and you are ready to click the "Configure" button.
- In the Configuration Screen there are a few areas that need to be reviewed:
- Sync Merchant - This must be enabled if you want the transactions to come over to QBO
- Divvy Credit Card Account - This MUST be your Divvy Credit Card Account in QBO - Not your checking account. This is typically labeled as "Divvy Credit Card Payable"
- Auto Sync - This will automatically sync any completed transactions within 7 days of the transaction date.
- Mapping - Select Configure next to Chart of Accounts and choose your NAP Codes from the Divvy Field you are mapping.
- Divvy will bring in your entire category list from QBO and create new NAP Codes to use in Divvy. This is how the two systems know how to categorize your expenses.
- Not all of the categories need to be used with your Divvy card so we will want to remove some in the next step.
Mapping your Chart of Accounts in Divvy
In the Left Column, you see your QBO categories. On the right, you have the NAP codes that will be added and used when categorizing your Divvy Transactions.
- As mentioned above, not all codes will be used for Divvy Transactions and should be removed. These include:
- Any Account without an account number
- Any Account with an * in the account number
- Any Bank Accounts
- Retained Earnings
- Opening Balance Equity
- Bill Spend & Expense Credit Card Payable
- Any of the “Uncategorized” (Uncategorized Income, Uncategorized Expense, Etc.)
- Any Income Accounts (Account Numbers starting with 4000) (Optional)
Once you have a check next to all of the accounts you don't need in Divvy, you'll see a button on the bottom to "Un-map XXX Accounts"
You will get boxes asking you to confirm unmapped accounts.
Next you'll need to go into your Settings and select Custom Fields
Click NAP codes to open the Edit Tab on the right and select "Edit Options" in the middle of this pop out menu.
Click Resent at the top of the Edit Field Options Window
This will remove any NAP Codes that are not connected to your QBO Chart of Accounts. Any old transactions using the original NAP codes will come over to QBO as "Uncategorized Expense" and will need your review.
If you have any issues or don't see your categories in your Divvy, please email Finance@ayso.org for additional assistance.
Back to QuickBooks User Guide Home | Learn how to Categorize or Match Transactions | Reconciling your Bank and Divvy Account
