Key takeaways
- Bank feeds: Yes. Bank accounts connect directly in Banking; transactions download automatically (history of 90 days to 24 months depending on the bank) and are reviewed/categorised with bank rules.
- Card feeds: Yes. Credit card accounts connect through the same bank-connection flow as bank accounts, and card transactions download into the Bank transactions tab for review and categorisation. However, no card-network-specific (Amex/Visa/Mastercard) feed is documented separately.
- Vergo works with any card from any bank and posts coded card spend into QuickBooks Online.
Where should you go next?
- QuickBooks Online AP and expense features: what's included and what to add
- Vergo's QuickBooks Online integration
- Get started with Vergo
What QuickBooks Online includes
Bank feeds
Yes. Bank accounts connect directly in Banking; transactions download automatically (history of 90 days to 24 months depending on the bank) and are reviewed/categorised with bank rules. Historical transactions can also be uploaded from a bank file. The connection feature is limited on the Free and Lite plans; the aggregator is not named in the help article.
Credit card feeds
Yes. Credit card accounts connect through the same bank-connection flow as bank accounts, and card transactions download into the Bank transactions tab for review and categorisation. However, no card-network-specific (Amex/Visa/Mastercard) feed is documented separately.
What teams add alongside it
- Corporate card program with receipt matching
Where Vergo fits with QuickBooks Online
Where QuickBooks Online's own card feed already brings transactions in, Vergo's part is what happens to each line: it works with any card from any bank, and connecting your existing cards involves no card applications, no re-issuing and no banking change. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into QuickBooks Online. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. The proposal covers the category and, where you use them, class and location, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Receipts come in the same flow: employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report.
Vergo integrates with QuickBooks Online and posts coded entries into it, covering card spend, employee reimbursements and AP invoices.
Frequently Asked Questions
Does it depend on the QuickBooks Online edition or add-ons?
The connection feature is limited on the Free and Lite plans; the aggregator is not named in the help article.
Can we keep our current cards with QuickBooks Online?
Yes. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.
Does Vergo post card spend into QuickBooks Online?
Yes. Vergo integrates with QuickBooks Online and posts card spend into it, coded to your category and, where you use them, class and location.
Does Vergo issue cards?
No. Vergo never issues cards. It works with the cards you already have.
