If you change your accounting system or if your current accounting system credentials are updated, you need to disconnect and then reconnect your accounting system in SVB T&E. These steps may also be required when troubleshooting integration issues with any accounting system.
This article guides you through the full reconnection process: preparing your environment, documenting existing mappings, disconnecting safely, reconnecting your accounting system, and remapping your lists. Following this checklist helps prevent data loss, maintain mapping accuracy, and minimize disruption during the transition.
*Please note: SVB T&E accounts integrated with QuickBooks Online do not need to disconnect. Simply select the Relink button on the Accounting Integration page.
Best Practices
- Confirm that you have admin access in both SVB T&E and your accounting system.
- Schedule the reconnection during a low-activity period, ideally after all pending expenses are approved.
- Notify your finance team in advance that sync activity will pause during the reconnection.
- Document all Category, Team Field, and Expense Field mappings before you begin, because these mappings are removed when you disconnect. See the steps below for full instructions.
- If you use the Manual Accounting Sync feature, export all approved expenses before disconnecting. See the Manually Review and Sync Approved Transactions section of Manual Accounting Sync Feature.
Reconnection Checklist
1. Set a Cutoff Date
Set a cutoff date for expense approvals. All corporate card transactions and reimbursements should be fully approved before disconnecting the accounting integration.
2. Document Account Mappings
Before disconnecting, take screenshots of all mappings on the Company Settings → Accounting Integrations page:
- Default Expense Account
- Bank Account
- Corporate Cards
- Default Field Mapping
*Please note: Additional fields may be available on this page based on your accounting system. We recommend taking screenshots of all mappings.
*Please note: If you are switching to a new accounting system, please proceed to Step 6. Disconnect your Accounting System. The information below is only applicable if you are reconnecting your existing accounting system to SVB T&E.
3. Document Expense Category Mappings
Before disconnecting, go to Company Settings → Categories to take screenshots of how your Spend categories map to GL accounts.
*Please note: You must take screenshots, as the Export Categories button will not include the mapped Chart of Accounts.
4. Document Expense Field Mappings
Before disconnecting, document your Expense Field mappings You can either screenshot or export each Expense Field.
To export, follow these instructions:
- Go to Company Settings → Expense Fields.
- Select Export next to each Expense Field.
5. Document Team Field Mappings
Team fields do not automatically resync after you reconnect. You must review and remap them to your accounting system. Before disconnecting, document your Team Field mappings. You can either screenshot or export each Team Field.
*Please note: If your organization syncs Team or Expense Fields from your accounting system, the Export option will not be available. You must import or sync the fields again after reconnecting.
To export, follow these instructions:
- Go to Company Settings → Team Fields.
- Select Export next to each Team Field.
Export Team Field Assignments
If you have assigned members to Team Fields on the People page, we recommend that you also export your People list.
- Go to Admin → People.
- Select Export.
*Please note: Do not delete existing Expense Fields or Team Fields before reconnection. If you remove them, they cannot be recovered.
6. Disconnect your Accounting System
After you record all your mappings, disconnect your accounting system.
- Go to Company Settings → Accounting Integrations.
- Select Disconnect.
7. Reconnect your Accounting System
- Select your Accounting System from the list.
- Select Connect and follow the steps for connecting based on your accounting system:
8. Remap Expense Categories
Go to Company Settings → Categories to remap your expense categories to the corresponding GL accounts. See How to Set Up Categories.
9. Remap Expense Fields
To add new expense fields or remap your existing ones, navigate to Company Settings → Expense Fields. See Using Expense Fields in SVB T&E.
- If you have a custom expense field that was previously mapped to an Accounting Field, you will need to remap it. See the Mapping Expense Fields to Accounting Fields for Manual Upload to Accounting Software section in Using Expense Fields in SVB T&E.
- If you sync Expense Fields directly from your accounting system, you will need to set this up again. See the Syncing a New Expense Field from Your Accounting Integration section in Using Expense Fields in SVB T&E.
10. Remap Team Fields
To add new team fields or remap your existing ones, navigate to Company Settings → Team Fields. See Using Team Fields in SVB T&E.
- If you have a custom team field that was previously mapped to an Accounting Field, you will need to remap it. See the Map Team Fields to Accounting Fields for Manual Upload to Accounting Software section in Using Team Fields in SVB T&E.
Completion Note
Your accounting integration is reconnected. Verify that all mappings align with your accounting system. You may resume expense approvals and exports once validation is complete.