Vault syncs six main types of transactions with QuickBooks:
Account Loads – Adding funds to your Vault account.
Inbound Bank Transfers – Receiving money into your Vault account.
Outbound Bank Transfers – Sending money from Vault to an external account.
Card Purchases – Transactions made using your Vault card.
Cashback – Rewards or rebates earned from card purchases.
Currency Conversion – Exchanging one currency for another within Vault.
Each transaction type is categorized and recorded differently in QuickBooks based on how your Chart of Accounts is set up. This ensures accurate reporting and reconciliation in your accounting software.