Quickbooks Online Configuration - What do the Export Date Options mean?
I am setting up our Expensify tied to our QB Online. Our accountant has a questions over what each of the 3 options do "differently" in the Export Options Configuration. What is the actual outcome in QB with each option chosen...
Date of Last Expense
Exported Date
Submitted Date
Hope this makes sense...
Best Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @IndectUSA, Welcome to the Community!
This will dictate the date which is used on the expense/transaction when it is imported into QuickBooks Online.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
Hi @IndectUSA I too have asked this question! In fact, I think it was in my first week of working here!
I believe it's because the transactions are imported as a batch, so they have to have the same date. However if you export your non-reimbursables as Credit Card transactions they will have individual dates the transactions were posted in the bank account.
Answers
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Thanks @RachCHopkins - thats what I thought. Now the question I know I am going to get asked is - why isn't the actual date of the expense transaction an option/being used? It may seem like an odd question, but I got it...
