Integrations
Seamless Accounting with Crowded + QuickBooks
Automatic transaction sync between Crowded and QuickBooks Online
- Save an average of 10 hours per week*
- Enjoy up-to-date transactions
- Monitor organization cash flow
- Available on all Crowded plans
Integration Partner:
Integration Type:
Transaction Feed
Category:
Accounting
Resources:
Easy Reconciliation
Seamless feed of transaction data
- Integrated bank and transaction feed via Plaid
- Secure import of revenue and expense data
- Only get the relevant feeds by selecting accounts to sync
- No skipped or duplicate transactions
- No need for manual reconciliation
Integrating in 1-2-3
01
Add a Linked Account
In QuickBooks, add Crowded as a linked account
02
Select Accounts to Sync
Select the relevant Crowded accounts to sync the transaction feeds for
03
Add a Linked Account
Enjoy up-to-date synced transactions for easy reconciliation!
Transactions feed
Better, clearer transaction data
- Clear, standardized vendor or merchant names and addresses for purchases
- Last four digits of card used clearly shown
- Transaction types clearly labeled: purchase vs. ACH transfer vs. wire, etc.
- Full sender or recipient name and reference with ACH, wire and book transfers
Auto-categorization
AI-powered transaction tagging
- Tags automatically given to transactions based on purchase data using AI
- Tagging done in the Crowded platform automatically syncs with QuickBooks Online
- Say bye to hours of manual tagging!
Audit & Tax Reporting
Easily report on your banking and card transactions
Synced transactions make for detailed and accurate books
No need to scramble for data for the annual audit, board reporting, or annual IRS filing
Deliver the necessary data on time
answered.
Want to chat? Contact us.
How to integrate Crowded with Quickbooks?
Log in to your organization’s QuickBooks Online account and complete the following steps.
- Select Connect account.
Note: If you’ve already connected to an account, select Link account.
- Search for Crowded
- Enter your Crowded login information (phone number and passcode), then select Continue.
- Follow the on-screen steps to connect.
- Select the specific Crowded accounts to connect.
- Select Connect, then select Done.
- Back on the Bank transactions page, select Update to download your recent transactions automatically.
After connecting your account, QuickBooks automatically downloads your recent transactions. You can then go to the Bank transactions tab to review, categorise, and add them to your books.