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Float Help Center
Accounting & Exports

Accounting & Exports

Learn about how to connect Float with accounting software and how to filter transactions during month-end.

Exporting & Other

How to Split A Transaction Into Different Expense Categories
What Are Merchant Rules & How Can They Be Setup?
How To Create New Vendors
Export Transactions Manually
How To Export Transactions in CSV

Xero Accounting Sync

Xero USD Integration Guide
Xero CAD Integration Guide
Xero Hard Disconnect and Re-connect

QBO Accounting Sync

QBO Integration Guide - USD
Missing GL Codes in accounting integrations / Re-Sync tutorial
Why can't I add tags in Float?
QBO Integration Guide - CAD
How do QBO Exports Work?
Error message when exporting to QBO? Validation Exception

See all 7 articles

NetSuite Accounting Sync

NetSuite Integration Overview
How to Connect Your NetSuite Account to Float
NetSuite Access Recovery Guide

General Accounting Setup

Set Up Accounting Sync
Set Up Accounting Sync for Charge Card
Recording Float Top-Ups in Your Accounting Software
How To Edit Transactions
Which accounting software tools does Float integrate with?
I downloaded the excel file for transactions, and I was wondering what does Capture, and Top up mean?

Float Help Center