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Working with Clients as an ExpensifyApproved! Accountant

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Removing a client no longer with my firm

Answered CPAFirm_Wallace 42 views 1 comment 0 points Most recent by Rachael Hopkins March 2019Working with Clients as an ExpensifyApproved! Accountant
Syncing QuickBooks Online - Do old reports export automatically?

Answered CPAFirm_Wallace 251 views 1 comment 0 points Most recent by Michelle Niemi March 2019Working with Clients as an ExpensifyApproved! Accountant
Expensify - bill.com

Answered CPAFirm_Wallace 291 views 2 comments 0 points Most recent by Cheryl Walsh October 2020Working with Clients as an ExpensifyApproved! Accountant
QuickBooks Online edit after export

Answered CPAFirm_Wallace 262 views 1 comment 0 points Most recent by Nicole Trepanier March 2019Working with Clients as an ExpensifyApproved! Accountant
Two policies for cash and company cards, and with different submission frequencies

Answered ✓ CPAFirm_Wallace 91 views 1 comment 1 point Most recent by Rachael Hopkins March 2019Working with Clients as an ExpensifyApproved! Accountant
Resending invitation

Answered CPAFirm_Wallace 1.7K views 1 comment 0 points Most recent by Sheena Trepanier March 2019Working with Clients as an ExpensifyApproved! Accountant
Intacct user defined dimension

Answered ✓ CPAFirm_Wallace 362 views 3 comments 0 points Most recent by Nicole Trepanier March 2019Working with Clients as an ExpensifyApproved! Accountant
Cannot create client account

Answered CPAFirm_Wallace 31 views 7 comments 0 points Most recent by Michelle Niemi March 2019Working with Clients as an ExpensifyApproved! Accountant
No GL Code on Expense Report

Answered Shad 572 views 3 comments 0 points Most recent by Sheena Trepanier March 2019Working with Clients as an ExpensifyApproved! Accountant

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