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Configuring Send Money to Export Payments to Your Accounting System

  • Updated

Float's Send Money integrates with QuickBooks Online (QBO) and NetSuite to automatically export payments once they're sent. Xero exports are not (yet!) supported.

Important: Only payments sent on or after September 8, 2026 are valid for export. Earlier payments aren't included and won't be exported retroactively.

 

Guide Overview

Connecting your Accounting System to Float

Setting your CAD & USD Clearing Accounts in Float

Requirements for Send Money Payments to Export to your Accounting System

 

Connecting your Accounting System to Float

If your business isn't already connected, refer to the integration guides:

 

Setting your CAD & USD Clearing Accounts in Float

Send Money doesn't currently have its own export settings. It will export based on the Clearing Accounts selected in your Bill Pay > Settings.

 

Setting your Clearing Accounts for Bill Pay Users:

If you've been using Bill Pay, there's no configuration required. Send Money payments will export to your QBO / NetSuite account through the Clearing Accounts selected in your Bill Pay > Settings.

 

Setting your Clearing Accounts for non-Bill Pay Users: 

  1. Go to Bill Pay > Settings
  2. Scroll to "Account Systems Settings" > Select your CAD and/or USD Clearing Accounts from the drop-down menus

The GL code that you select as the Clearing Account is the account Send Money credits whenever a payment exports. If you're not sure which GL Code to choose, refer to the Bill Pay Clearing Account configuration requirements:

Configuring QuickBooks Online (QBO) for Bill Pay

Configuring NetSuite for Bill Pay

 

Requirements for Send Money Payments to Export to your Accounting System

There are two requirements for a Send Money payment to export:

  1. A Clearing account selected in your Bill Pay settings. Send Money doesn't have a Clearing account of its own - it uses the same ones configured for Bill Pay. 

  2. A GL Code is added to the Send Money payment when you create it. This is the expense account the export will debit (a Purchase in QBO, a Journal Entry in NetSuite).

    1. Start a new Send Money payment
    2. In the payment details, choose a GL Code from the drop-down list
      • Note for multi-subsidiary NetSuite users: you'll be able to select which subsidiary to associate the payment with from this step
    3. Complete and send the payment - for more details, see: How to Send Money

    You can review the GL Code on a payment afterward from its payment details.