Credit Card

jfarias729

I want to export non reimbursable expenses to a credit card vendor in Quickbooks desktop. I see this message in Configure : Expensify will automatically match the merchant name on the credit card transaction to any corresponding vendors in QuickBooks. If none exist, we'll associate the transaction with a "Credit Card Misc." vendor that we create. I see a drop down with nothing available.

jfarias729

It also says : you can post all credit card transactions to one general credit card account (below). but there is nothing visible.

Sheena Trepanier

Hello @jfarias729 - happy to help with this! Can you confirm that you have set up a general credit card account in QuickBooks Desktop and synced your Desktop connection in Expensify?

If you haven't set up the account, the dropdown will be blank as you're seeing. If you have set up the account, please let us know and we can work together to find out why it's not appearing as an option.

Thanks!

jfick

@Sheena Trepanier We are new to Expensify and just exported a small report to our QuickBooks Desktop. We were successful; however, it synced to an old credit card account we no longer use and need to sync to our current credit card account. How do we fix/map correctly so that our credit card transactions post to our correct credit card account?

jfick

@Sheena Trepanier we figured out the configuration. Please disregard my previous post.

Sheena Trepanier

Hi @jfick! Thanks so much for updating, I truly appreciate it.