Skip to main content
Settings > Accounting connects Every to QuickBooks and controls how Every keeps your books. Owners, Company Admins and Bookkeepers can use it once your company has finished onboarding.

​
Connected accounts

Connect QuickBooks to keep your books in sync. Its status shows as Connected or Disconnected.
  1. Open the menu next to QuickBooks and select Connect.
  2. Select Continue. QuickBooks opens in a new tab.
  3. Authorize the connection in QuickBooks, then come back to this page to finish setting up.
If Every says your browser blocked the QuickBooks tab, allow pop-ups for Every and try again.
Once you’re connected, the same menu has:
  • Refresh data: pulls the latest data from QuickBooks. This can take a couple of minutes, so reload the page after a moment.
  • Disconnect: expenses stop syncing until you reconnect. Your mappings stay in place.

​
Bookkeeping automations

Automations write memos, categorize spend and sync transactions to QuickBooks for you. Turn each one on or off with its switch. You may not see all of them. All automations except Bill Pay run only once QuickBooks is connected.

​
Policies

Policies work with or without QuickBooks.
  • Require receipt upload: set Require above this amount. Spend above it flags the transaction and adds a “Missing receipt” to-do for the employee.
  • Reimbursement approvals: if your company has it, choose Require manager approval (the employee’s manager approves first, then an accountant) or Skip manager approval (straight to a single accountant). Employees with no manager always go to a single accountant, and reimbursements already waiting for approval keep their original chain.

​
Once QuickBooks is connected

Three more sections appear. Changes save as soon as you pick an option. Depending on your company, Default accounts can also include Credit Card Account, Credit Card Payment and Financial Benefit Checking. If your company can create its own categories, select Add category under Other categories, give it a name and a QuickBooks account, and select Save. Your own categories are marked Custom, and you can delete them. To review and sync expenses, go to Expenses.