Why link to an accounting software?

Each cc:Monet Account can be seamlessly integrated with QuickBooks Online.

This means:

• The two platforms collaborate, sharing their Chart of Accounts.
• cc:Monet data (bills, incomes and bank statements) can be directly published to QuickBooks Online.
• Vendors, Customers, products can be synced between the two systems.

In simple terms, integrating an account ensures that all data extraction is formatted to match your existing financial records.

We recommend that if you use QuickBooks Online, you integrate your cc:Monet account as soon as possible. This will help prevent transactions from being coded incorrectly.

How to link to QuickBooks Online?

To integrate your cc:Monet account, go to the ‘Integration’ tab. Select QuickBooks Online and click Connect.

What happens after link to an accounting software?

After linking to QuickBooks Online, your Chart of Accounts will be automatically imported to cc:Monet as Category. And bills, incomes, and bank statements, vendors and customers can be publishes to QuickBooks Online, just by on click.

After integration, AI match will be activated. By clicking AI match, vendors in cc:Monet will auto match the same existing vendors in your QuickBooks Online account to ensure the consistency of your financial data.

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