Approve/Archive/Close Old reports without Importing to QBO

MJNiM Expensify Customer Posts: 53 Expensify Newcomer

We have several old reports with receipts that we would like to archive/close to get them off the review reports area. We do not want to approve them because we do not want all of those transactions showing up in Quickbooks (there are a LOT of them!)

What can we do with these reports so that we still have the records but do not have them in Quickbooks?


Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited February 2019 Answer ✓

    Hi @MJNiM - happy to help with this!

    If you have multiple reports you want to approve but don't want them exporting to QuickBooks upon final approval, you can temporarily disable the Auto Sync functionality for the connection. (below)

    Settings > Policies > click on [policy name] > Connections tab > "Configure" button > Advanced tab.

    As long as this functionality is disabled when the reports are moved to an Approved state, you'll have full control of which reports are eventually exported to QuickBooks.

    When you re-enable the auto-sync functionality, the reports you approved will not be exported automatically. Any reports approved during that time would need to be manually exported to QuickBooks in order for the expenses to be captured there.