Details
Category
Accounting
Sync
Nightly at 6 am, or on demand
Available on
All plans
What syncs
Every posted transaction lands in QuickBooks Online as a bank feed entry with the receipt image attached and the category you or your rules chose. Transfers between your Merrow accounts sync as transfers, not as income and expense.
Merrow reads your last 90 days of categories when you connect, so most vendors are coded on day one.
Setting it up
Connect from Settings, Accounting. Pick the QuickBooks company, map each Merrow account to a bank account in your chart of accounts, and choose a start date. The first sync backfills up to 12 months.
Apply in about 10 minutes with your EIN and a photo ID. Most companies are approved within one business day, and Essential has no monthly fee.