Switching from QuickBooks Desktop (QBD) to QuickBooks Online (QBO)

ben_berberich_2

Hi there

I have just switched from the desktop version to the online version of QB. I am also upgrading computers, from windows based to a Mac. How, or where do I download the Sync Manager?

Thank you,

Ben

tylerzoll

@Ben, You are in luck- there is no need to download the Sync manager if you are connecting to QBO. I just connected a QBO account to Expensify and it took a whole 3 minuites the other day. If you go to the Admin tab and select your policy, then go to connections and select QBO. From that point, you can enter your user credentials and it should connect. Also, since you got a Mac, here is a little trick that I posted a while back on the forum: https://community.expensify.com/discussion/comment/356#Comment_356

Sheena Trepanier

Hi @Ben - We have a fantastic connection guide in our Help Center that covers the QBO connection process step by step. Like @tylerzoll mentioned, it's insanely easy to connect, and it's also much easier to use than the QuickBooks Desktop integration.

I hope you enjoy the new connection!