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Getting Started

Totally new to Expensify and no idea where to start? This section will give you solid advice on where to begin.

HELP! locked out of my own account bc of a typo

Answered jesuisTV 3 views 1 comment 0 points Most recent by RachCHopkins 4:52AM
New job, new expenses -- but 150 misc reports from 8 years ago. Be gone old stuff

Question DanielK 2 views 0 comments 0 points Started by DanielK 1:53AM
Help Setting up Expensify

Answered dusty 12 views 2 comments 0 points Most recent by Vanessa Rintala January 21
Two policies connecting to same QuickBooks file

Accepted Answer RMAcct 12 views 3 comments 1 point Most recent by RMAcct January 15
Default hourly rate not populating

Accepted Answer bashomosko 2 views 8 comments 0 points Most recent by Nicole Trepanier January 15
Do you have any tips for photographers starting to use Expensify?

Matt Allen 95 views 0 comments 1 point Started by Matt Allen January 12
$130 charge to go monthly?

Accepted Answer bashomosko 2 views 3 comments 0 points Most recent by bashomosko January 11
How do I set up two different companies Expensify accounts that have dual employees?

Answered hbhart 5 views 1 comment 0 points Most recent by RachCHopkins January 10
Is there a directory of expensify experts I can hire?

Answered danjonwig 13 views 1 comment 0 points Most recent by Matt Donaldson January 8
How do I invite users in my Company?

Answered MikeSki 15 views 1 comment 0 points Most recent by RachCHopkins January 7
Inviting people

Answered genxval123 21 views 1 comment 0 points Most recent by Ariel Green January 7
Setting a specific date for Mileage rate change

Accepted Answer Julia 42 views 9 comments 3 points Most recent by Sheena Trepanier January 4
Should I go with a Corporate or Individual plan?

Answered kari_EVC5440 12 views 1 comment 0 points Most recent by Sheena Trepanier January 4
Is it possible for a sales rep to contact me?

Answered millersteadley 2 views 1 comment 0 points Most recent by Ben Fitz January 3
Is it possible to have a sales rep contact me?

Answered millersteadley 2 views 1 comment 0 points Most recent by Ben Fitz January 3
Export Quickbooks Newbie Questions

Accepted Answer Aveli 13 views 5 comments 0 points Most recent by Karisa Caudill January 2
Second Policy

Accepted Answer FLB 1 view 1 comment 0 points Most recent by Ben Fitz December 2018
Help creating a single report

Accepted Answer Jensings44 2 views 1 comment 0 points Most recent by Ben Fitz December 2018
How do I get more scans

Accepted Answer Chris2018 1 view 1 comment 0 points Most recent by Ben Fitz December 2018
Limiting which Categories are visible to employees

Answered AndrewC 13 views 5 comments 0 points Most recent by AndrewC December 2018
Showing reimbursable choice on main expense screen

Accepted Answer EvertB 11 views 1 comment 0 points Most recent by Karisa Caudill December 2018
How do I get my subscription to work?

Answered Besty 12 views 1 comment 0 points Most recent by RachCHopkins December 2018
I just set up an account and realized it is a Personal account. How do I change it to Business acct

Answered Jackie_Nguyen 34 views 4 comments 0 points Most recent by Ted Peeters December 2018
Onboarding Set-up Asking for Credit Card

Answered caffreyjt 1 view 1 comment 0 points Most recent by RachCHopkins December 2018
Which plan do I choose?

Accepted Answer Venom 14 views 2 comments 0 points Most recent by Sheena Trepanier December 2018
Issues with Expense codes

Answered aperson 5 views 3 comments 0 points Most recent by Sheena Trepanier December 2018
How do I download the Synch Manager for Mac?

Answered Gbzilles 5 views 1 comment 0 points Most recent by Ted Peeters December 2018
Syncing with Quickbooks Online

Answered Kitson 32 views 1 comment 0 points Most recent by RachCHopkins December 2018
Expensify - free user

Accepted Answer Aya 13 views 1 comment 0 points Most recent by Ted Peeters November 2018
Can you recommend a Bank in Massachusetts that supports Expensify?

Answered Clifford 3 views 1 comment 0 points Most recent by IsabelaStisser November 2018