From cef74565a7d558b30525832ca43f9a33da12bf84 Mon Sep 17 00:00:00 2001 From: "Shridhar Goel (via MelvinBot)" Date: Fri, 28 Aug 2026 21:47:16 +0000 Subject: [PATCH] Docs: document Intuit Enterprise Suite as a generally available connection Co-authored-by: Shridhar Goel --- .../Connect-to-Intuit-Enterprise-Suite.md | 83 +++++++++++++++++++ .../Connect-to-QuickBooks-Online.md | 4 +- 2 files changed, 85 insertions(+), 2 deletions(-) create mode 100644 docs/articles/new-expensify/connections/quickbooks-online/Connect-to-Intuit-Enterprise-Suite.md diff --git a/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-Intuit-Enterprise-Suite.md b/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-Intuit-Enterprise-Suite.md new file mode 100644 index 000000000000..1aff54c6c27f --- /dev/null +++ b/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-Intuit-Enterprise-Suite.md @@ -0,0 +1,83 @@ +--- +title: Connect to Intuit Enterprise Suite +description: Connect Intuit Enterprise Suite to your workspace in New Expensify to sync your accounting data automatically. +keywords: [New Expensify, Intuit Enterprise Suite, IES, connect Intuit Enterprise Suite, Intuit Enterprise Suite integration, QuickBooks Online, accounting sync, Control plan, Workspace Admin] +internalScope: Audience is Workspace Admins. Covers connecting Intuit Enterprise Suite to a workspace in New Expensify. Does not cover configuring import and export settings after connecting, connecting QuickBooks Online, or QuickBooks Desktop. +order: 2 +--- + +# Connect to Intuit Enterprise Suite + +Intuit Enterprise Suite is a separate connection option on your workspace's **Accounting** page, listed directly below **QuickBooks Online**. Connecting it syncs your accounting data between Intuit Enterprise Suite and Expensify so you can code and export expenses without manual entry. + +Intuit Enterprise Suite and QuickBooks Online are separate connections. A workspace can use only one accounting connection at a time. + +--- + +## Who can connect Intuit Enterprise Suite + +To connect Intuit Enterprise Suite, you must: + +- Be a **Workspace Admin** +- Be on the **Control** plan +- Have an Intuit Enterprise Suite account + +The **Intuit Enterprise Suite** option appears on every workspace's **Accounting** page, but clicking **Connect** on a **Collect** plan workspace opens an upgrade message instead of starting the connection. [Learn more about the Control plan](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans). + +If **Accounting** is not enabled on your workspace, you must turn it on before the **Accounting** menu item appears. + +--- + +## How to connect Intuit Enterprise Suite to your workspace + +1. From the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces** +2. Select your workspace +3. Click **More features** +4. Scroll to **Integrate** and enable the **Accounting** toggle +5. Click **Accounting** in the left-hand menu +6. Click **Connect** next to **Intuit Enterprise Suite** +7. Log in with your Intuit credentials when prompted + + + +--- + +## What happens after you connect Intuit Enterprise Suite + +- Expensify imports your Intuit Enterprise Suite settings into your workspace +- The **Accounting** page shows **Intuit Enterprise Suite** as your connected integration +- You can then set your import, export, and advanced settings + +Learn how to [configure your import, export, and advanced settings](/articles/new-expensify/connections/quickbooks-online/Configure-Quickbooks-Online). + +--- + +# FAQ + +## Why do I see an upgrade message when I click Connect for Intuit Enterprise Suite? + +The Intuit Enterprise Suite integration is only available on the **Control** plan. On a **Collect** plan workspace, clicking **Connect** opens an upgrade message with an **Upgrade** button. Upgrade the workspace to **Control**, then connect again. + +## Do I need a beta or an invite to use Intuit Enterprise Suite? + +No. Intuit Enterprise Suite is available to all workspaces, so the option is listed on the **Accounting** page for everyone. + +## Can I connect both QuickBooks Online and Intuit Enterprise Suite to the same workspace? + +No. A workspace can have only one accounting connection at a time. If QuickBooks Online is already connected, you are prompted to disconnect it before Intuit Enterprise Suite connects. + +## Why can't I see Intuit Enterprise Suite on my workspace? + +Check the following: + +- You are a **Workspace Admin** +- The **Accounting** toggle is enabled under **More features > Integrate** +- You are viewing the **Accounting** page for the correct workspace + +## Should I connect QuickBooks Online instead? + +Connect **QuickBooks Online** if your Intuit subscription is Simple Start, Essentials, or Essentials Plus. Learn how to [connect to QuickBooks Online](/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online). diff --git a/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online.md b/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online.md index 30c7b0a2b020..7f22ed3ba93f 100644 --- a/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online.md +++ b/docs/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online.md @@ -9,7 +9,7 @@ order: 1 To use the QuickBooks Online connection, you must have a **QuickBooks Online account** and an Expensify **Collect** plan. -The QuickBooks Online connection also works with **Intuit Enterprise Suite**. +**Intuit Enterprise Suite** is a separate connection, listed directly below **QuickBooks Online** on the **Accounting** page, and it requires the **Control** plan. Learn how to [connect to Intuit Enterprise Suite](/articles/new-expensify/connections/quickbooks-online/Connect-to-Intuit-Enterprise-Suite). The **QuickBooks Self-Employed** subscription is not supported. @@ -56,7 +56,7 @@ To connect your workspace: 3. Click **More features** 4. Scroll to **Integrate** and enable the **Accounting** toggle 5. Click **Accounting** in the left-hand menu -6. Click **Set up** next to **QuickBooks Online** +6. Click **Connect** next to **QuickBooks Online** 7. Log in with your Intuit credentials when prompted This will enable the connection between QuickBooks Online and import your settings into Expensify.