--- title: Getting Started for Admins: Integrate Your Accounting System description: Connect QuickBooks Online, Aplos or ParishSoft directly, or upload your chart of accounts as a CSV for other software. Plus Amazon Business setup. --- [Skip to content](https://knowledgebase.kleercard.com/getting-started-for-admins-integrate-your-accounting-system#main-content) English Show submenu for translations ![Logo 1 Dark \_small.png\]](https://knowledgebase.kleercard.com/hs-fs/hubfs/Logo%201%20Dark%20_small.png?height=45&name=Logo%201%20Dark%20_small.png) Open main navigation Close main navigation - English Show submenu for translations Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledgebase.kleercard.com/?hsLang=en) 2. [Getting Started](https://knowledgebase.kleercard.com/getting-started?hsLang=en) 3. [Admin Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#admin-guide) # Getting Started for Admins: Integrate Your Accounting System ## Sync with QuickBooks Online, Aplos or ParishSoft, or upload your chart of accounts and export charges in the format your books need Connecting your accounting system means your team's charges arrive in KleerCard already coded to your accounts, ready to review and send to your books. How you connect depends on the software you use. Not sure which option fits? Email [implementation@kleercard.com](mailto:implementation@kleercard.com) and tell us what you use. **Option 1: Connect directly (QuickBooks Online, Aplos or ParishSoft)** These connect straight to KleerCard, and your chart of accounts syncs automatically, so there's no file to upload. - **QuickBooks Online:** [How to integrate QuickBooks Online with KleerCard](https://knowledgebase.kleercard.com/how-to-integrate-quickbooks-online-with-kleercard?hsLang=en) - **Aplos:** [How to integrate Aplos with KleerCard](https://knowledgebase.kleercard.com/aplos-integration?hsLang=en) - **ParishSoft:** email [implementation@kleercard.com](mailto:implementation@kleercard.com) with your ParishSoft Org ID and ParishSoft URL, and we'll set up the connection with you. **Option 2: Upload your chart of accounts (all other software, or a spreadsheet)** 1. Export your chart of accounts from your accounting software as a spreadsheet. Include your expense accounts, plus any funds, classes or projects you track. 2. Upload it using the [Chart of Accounts form](https://share.hsforms.com/2ZL4FqG56QHuk9nBnJNsn5w4bq93). 3. We'll import it into your account, typically within 72 hours, and email you when it's ready. **Vendor list (optional):** if you track vendors in your accounting software, you can send us a vendor list too. It replaces the merchant names from the card network with your own vendor names, for example grouping many different gas stations as "Gas Station." Most organizations skip this, and merchant names still come through with your charges. **Exporting charges to your books** You can download your charges as a CSV from the **Charges** or **Statements** page. For software without a direct connection, a **Universal Export** lets you build a custom CSV format that matches what your accounting system expects. Want help setting up your first export? [Book an integration call](https://meetings.hubspot.com/michellec/integration-meeting-round-robin) and we'll build it with you. **Using Amazon Business? (optional)** If your team buys through Amazon Business, you can link it to KleerCard so invoices import automatically for every charge made with a KleerCard. [Learn how to connect Amazon Business](https://knowledgebase.kleercard.com/how-do-i-integrate-my-amazon-business-account-with-kleercard?hsLang=en). **You're all set!** That completes your KleerCard setup. Your team can start using their cards, and charges will appear in the **Charges** section as they come in. Questions along the way? We're always happy to help at [implementation@kleercard.com](mailto:implementation@kleercard.com).     - [Getting Started](https://knowledgebase.kleercard.com/getting-started?hsLang=en#main-content) - [Admin Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#admin-guide) - [User Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#user-guide) - [Accounting Integrations](https://knowledgebase.kleercard.com/getting-started?hsLang=en#accounting-integrations) - [Using KleerCard](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#main-content) - [Cards](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#cards) - [Transactions](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#transactions) - [Settings and Policies](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#settings-and-policies) - [Bill Pay](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#bill-pay) - [Exporting Data](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#exporting-data) - [Integrations](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#integrations) - [Product Updates](https://knowledgebase.kleercard.com/product-updates?hsLang=en) - [How-To Videos](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#main-content) - [Charges](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#charges) - [Vendors](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#vendors) - [Accounting & Administration](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#accounting-administration) - [Bill Pay](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#bill-pay) - [Frequently Asked Questions](https://knowledgebase.kleercard.com/frequently-asked-questions?hsLang=en#main-content) - [Accounting & Administration](https://knowledgebase.kleercard.com/frequently-asked-questions?hsLang=en#accounting-administration) [![kc\_logo\_Purple\_large](https://knowledgebase.kleercard.com/hs-fs/hubfs/kc_logo_Purple_large.png?width=510&height=176&name=kc_logo_Purple_large.png "kc_logo_Purple_large")](http://getkleercard.com) Copyright © 2026, KleerCard