Float exports Send Money payments to QuickBooks Online (QBO), Xero, and NetSuite automatically once they're sent. So they reach your books without manual entry required.
Guide Overview
How to Verify a Payment Was Exported?
What Gets Exported?
When a Send Money payment exports, Float creates a single entry:
- QBO: Exports as a Purchase. Debiting the GL Code you chose and crediting your Clearing account
- Xero: Exports as an Invoice. Debiting the GL Code you chose and crediting your Clearing account
- NetSuite: Exports as a Journal Entry. Debiting the GL Code you chose and crediting your Clearing account, tagged to the subsidiary you selected, if your business has more than one
When a payment is exported from Float to QBO/Xero/NetSuite, the following fields are synced:
- Recipient name
- Amount
- Currency
- Payment Date
- GL Code
- Memo (optional)
- Payment status
When Are Payments Exported?
Send Money payments export automatically once they're sent - there's no separate step to approve or trigger the export itself.
- Payments export on Float's daily accounting sync, based on their sent date
- Only payments sent on or after September 8, 2026 are included
- A payment needs a Clearing account and a GL Code set to export
- If either is missing, the payment will not export
How to Verify a Payment Was Exported?
- Go to Send Money > Complete
- (Optional) Filter for your desired payment
- In the "Sync" column, hover your mouse over the QBO/XeroNetSuite logo, and it will give you the status of the payment sync
- If the logo is grey, the payment hasn't exported
- If the logo is red, there was an export error
- If the logo is blue/green, the export was successful
For assistance on setting up Send Money for exports, see: Configuring Send Money to Export Payments to Your Accounting System
Or contact support@floatfinancial.com for help.