Connect QuickBooks

Connect Midday to QuickBooks Online to export your categorized transactions to your accounting software.

How it works

Once connected:

1. Transactions arrive from your bank and receipts are matched automatically
2. Ready transactions appear in the Review tab (the export queue)
3. Export to QuickBooks — categories map to your chart of accounts
4. Exported transactions are marked as Exported in Midday

Learn about the full export flow →

Connect QuickBooks

1. Go to Apps
2. Find QuickBooks
3. Click Connect
4. Sign in to your QuickBooks account
5. Select your QuickBooks company
6. Authorize Midday

Category mapping

Midday categories map to QuickBooks accounts:

• Match each Midday category to the appropriate QuickBooks account
• Mapping is configured once during setup
• You can update mappings in settings

Work with your accountant to ensure the mappings match your chart of accounts.

What gets exported

• Transaction date
• Amount
• Description/merchant name
• Category (mapped to QuickBooks account)
• Attached receipts (as files)

Exporting transactions

1. Go to the Review tab in Transactions
2. Select the transactions you want to export (or export all)
3. Click Export and choose QuickBooks
4. Transactions and receipts are sent to QuickBooks with your category mappings applied
5. Exported transactions are marked as Exported in Midday

Disconnect

To remove the connection:

1. Go to Apps
2. Click Disconnect on QuickBooks

Previously exported data remains in QuickBooks.

Tips

• Work with your accountant to set up correct category mappings
• Review the first few exported transactions in QuickBooks to verify accuracy
• Keep receipts attached in Midday—they export with transactions
• Export regularly (weekly or monthly) to keep QuickBooks current