How to Set up a Funding Account for QuickBooks bills on Veem

When you connect your Veem account to QuickBooks, new funding accounts will be created in Quickbooks.  The funding account selected in the setting will be used to sync the bill payments for all your bills. 

To set up the funding account, please follow the steps below:

Step 1: Log in to Veem

Step 2: Click on the "Settings" tab in the lefthand sidebar.

Step 3: Go to the "Integrations" tab.

Step 4: Click the "Edit" button on the QuickBooks Card.

Step 5: Under "Manage accounts", click the drop-down arrow

Step 6: Select the QuickBooks funding account you would like your transactions recorded in.

Step 7: Click "Save"

Note: You can change this at any time in the future if you choose.

Click here to learn how to connect your QuickBooks account to Veem.

Still, need help? You can chat or call our Customer Success team here.