How to Sync to Quickbooks

If you have already set up your Quickbooks integration by following these steps, you are now ready to Sync.

To sync all of your transactions from Rho to Quickbooks, go to the Accounting Tab, click on the transactions you want to sync and select "sync transactions." If you want to sync all transactions over then click the sync button in the top right and select the period you want to sync.

Important notes

• Receipts will also transfer to QuickBooks if you store them in Rho.
• This is a manual process. You must click this Sync Quickbooks button each time you would like to reconcile your Rho account in QB.
• Your transactions will flow through to Quickbooks and appear in the CHART OF ACCOUNTS tab. If you've been using CSV uploads to sync your Rho account with Quickbooks so far, please give us a call. We'll get you set up.
• When you connect QB to Rho, you will see a new account in your COA tab titled "RHO [Checking Account Digits]". This is your primary account and is required for your automatic account reconciliation. It's OK to rename this account, but please don't delete it, or your integration will not work.