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QuickBooks Bank Feed vs Direct Integration

Integrating your Rho account with QuickBooks streamlines your reconciliation process by synchronizing transactions and accounting data. Rho offers two methods for integration:

  • QuickBooks Bank Feed

  • QuickBooks Direct Integration

This article explains the differences between these two options to help you choose the one that best fits your business needs.

QuickBooks Bank Feed

The QuickBooks Bank Feed is a basic integration that automatically pushes all transactions from your Rho account to QuickBooks daily.

Key Features

  • Daily Transaction Sync: Automatically sends all transaction data to QuickBooks every day.

  • Raw Data Transfer: Transfers basic transaction details without additional attributes or categorizations.

  • Manual Reconciliation: Requires you to manually categorize and reconcile transactions within QuickBooks.

Ideal For

  • Businesses that prefer a straightforward, minimal setup.

  • Users who are comfortable with manually categorizing and reconciling transactions in QuickBooks.

  • Those who want to leverage QuickBooks' matching functionality, especially for incoming payments tied to outstanding invoices not managed in Rho.

QuickBooks Direct Integration

The QuickBooks Direct Integration offers a more comprehensive connection, supporting advanced features in QuickBooks Online, such as vendors, accounts, departments, and locations.

Key Features

  • Detailed Data Sync: Transfers enriched transaction information, including vendors, departments, and custom attributes.

  • Automated Reconciliation: Transactions are automatically categorized and reconciled based on your predefined settings in Rho.

  • Recurring Syncs by Transaction Type: Set up automatic synchronizations based on specific transaction types.

  • Automation: Map Rho accounts to your QuickBooks Chart of Accounts for seamless integration.

  • Enhanced Features: Benefit from features like recurring syncs, updated sync status, advanced mapping rules, bulk editing, and an accounting dashboard to manage synced data.

Ideal For

  • Businesses looking to save time and reduce manual data entry.

  • Users who want detailed financial data synchronization and minimal manual work in QuickBooks.

  • Companies utilizing advanced QuickBooks features like departments and locations.

  • Those who manage AP and expenses through Rho want to sync bills and payments effortlessly.

Key Differences Between Bank Feed and Direct Integration

Functionality

  • Bank Feed: Provides a basic daily push of raw transaction data without categorizations or attributes.

  • Direct Integration: Offers detailed, customizable sync with additional attributes, automatic categorization, and reconciliation.

Transaction Handling

  • Bank Feed: Transactions require manual categorization and reconciliation after import into QuickBooks.

  • Direct Integration: Transactions are automatically categorized and reconciled based on your Rho settings.

Duplication Risk

The two integration methods operate independently and do not communicate with each other.

Important: Using both methods simultaneously can lead to duplicate transactions in QuickBooks.

Usage Recommendation

We recommend selecting either the Bank Feed or the Direct Integration to avoid duplication and ensure data integrity. However, sometimes it is alright to have both.



The Bank Feed may be suitable if you prefer manual control and use QuickBooks' matching functionality for incoming payments. Direct Integration may be a better choice if you want to streamline your accounting process with automation and advanced features.

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Accounting

How to set up Rho's QuickBooks Integration

The following instructions describe how to set up a direct integration between your Rho Account and your existing QuickBooks Online account. If you're interested in connecting Rho transactions via the QuickBooks Bank Feed, see instructions here . Note: this integration is only compatible with QuickBooks Online. For QuickBooks Desktop, you can download a CSV of transactions from your Rho account via these steps and upload them to QB Desktop). Once you are signed into the Rho platform, click Integrations in the navigation bar. Click the QuickBooks icon. Follow the login instructions to connect to your QuickBooks account. When finished, click Accounting in the navigation bar. Select the transactions you want to sync. Click the Sync button. When you connect Quick Books to Rho, a new account is added to your CHART OF ACCOUNTS tab named RHO [Checking Acct#] , where [Checking Acct#] is the 10-digit account number associated with the linked Rho account. This is your primary account and is required for automatic account reconciliation. You can rename this account, but integration between your Rho account and Quickbooks will not work if the account is deleted. What information can I view in the Accounting Tab? Once you have connected QuickBooks to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes. The Accounting Tab includes two subsections Dashboard and Mapping Rules. Learn more about what you can view in the Dashboard here and about what you see in the Mapping Rules here. Important Integration Notes Syncing with your QuickBooks account is a manual process. Each time you want to reconcile your Rho Account in QuickBooks, you must click the Sync button. However, you can set up automatic recurring syncs by going to the settings tab within your accounting workflow and setting a recurring sync.

General Rho Information

How Do I Contact Support?

Reach out to our dedicated Rho specialists anytime over the phone at 1 (855) 7-GETRHO, through email at clientservice@rho.co, or start a live chat by logging into your Rho account (web or app), clicking the Help button in the lower left, and selecting 24/7 live support.

Cards

How to Add Your Rho Card to your Digital Wallet

Your virtual & physical Rho cards can now be added to your Apple or Google Wallet for a quick, contactless, and secure way to pay. Note: Currently, we don't support adding Rho cards to WeChat. Set up is simple - follow the steps below to get started: Apple Wallet Go to your Wallet app and click the + button in the right-hand corner. Select the Card Type “Credit”. Hold your Rho physical card's chip near your device or place it directly on the screen. For a virtual card, choose the “Enter Card Details Manually” option to add your card. Verify your card details are correct and enter your 3-digit CVV security code. You should notice the "Card Added" confirmation after a few moments. For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message”, “Email”, or "Authenticator App", if you have set it up. A six-digit code will be sent to your email address, phone number on file, or the Authenticator App, enter your code in the field provided. Your Rho Card is now active in your Apple Wallet and ready to use at contactless point-of-sale terminals that support Apple Pay. For more information, see Apple’s support document . How to use your Rho Card in Apple Pay at a contactless point-of-sale terminal Select your Rho Card via the Apple Wallet app. Double-click the right-hand button on the side of your iPhone when a near contactless point-of-sale terminal. Verify your identity using Face ID or your Passcode. You will now be prompted to hold your phone near the contactless reader. Hold near the reader until the purchase has been completed. Google Wallet Your virtual & physical Rho cards can now be added to your Google Wallet on your Android device for a quick, contactless, and secure way to pay. Set up is simple - follow the steps below to get started: Open your Google Pay (GPay) app on your Android device and click the image of a card in the right-hand corner. This will open a screen that shows you all the cards you have linked to your wallet. Select “Add a Card” at the bottom of the screen. Select the Payment Method “Credit or debit card.” Take a picture of your Rho physical card or the virtual card in your Rho dashboard. Your phone will recognize your card details and then you must enter your 3-digit CVV security code. Alternatively, you may enter your card details manually. Make sure your address, ZIP code, and phone number match your settings in your Rho account. The address should be your organization’s billing address. Press Save. Review Rho’s Terms & Conditions and click “Accept & continue.” For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message” or “Email.” After you receive your six-digit verification code by text or email, enter it and click Submit. Your Rho Card is now active in your Wallet and ready to use at contactless point-of-sale terminals that support Google Pay. For more information visit the Google Pay Help Center

Mobile App

How to Upload a Receipt in the Mobile App

You can add receipts to all Rho Card transactions within the app ( in addition to desktop, email, and SMS uploads ). To add a receipt, open the Rho app and tap on the transaction requiring a receipt. In the Attachments section, click "Upload Receipt" and choose one of the following options: Select an image from your camera roll Take a photo of your receipt using your camera Select and upload a file Note: Be sure to include any applicable tip amount on your receipt. In the transaction details window, you can also add departments, labels, and notes to your transaction.