By integrating your Ressio account with QuickBooks Online, you can seamlessly import your actual bills & expenses into your Ressio budget.
Before getting started
Before you can get started with actually syncing your budget actuals you will need to do the following:
- Familiarize yourself with how Ressio handles budgeting by checking out the budget overview knowledge base document
- Connect your Ressio account & cost codes by following these instructions: Connecting your QuickBooks Online account to Ressio
- Connect your Ressio project to the appropriate QuickBooks Online customer or project by following these instructions: Connecting a Ressio project to a QuickBooks Online customer or project
Syncing your budget actuals into Ressio
From your project Budget page in Ressio, click the Sync Expenses button. Once the sync completes (should only take a couple seconds) you should see you see your actuals from QBO represented in the appropriate cost codes in your Actuals budget table column.
Learn more
If the budget sync didn't work or you have any questions about it, please reference some of the additional knowledge base articles below.
Learn more: What budget information is pulled over from QBO?
Learn more: I don't see the "Sync expenses" button
Learn more: My expenses are showing up in an "Uncategorized Costs and Expenses" group
If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!