Where can I see the reimbursement export in Quickbook?

CbaiCbai Posts: 1Expensify Customer Expensify Newcomer

Hi, I've set it up as offsetting the accounts payable. After clicking syn now in the policy page for a couple times, I still cannot find the updates in QB. Could anyone shed some light? Thanks!

Answers

  • Karisa CaudillKarisa Caudill Posts: 113Expensify Success Coach - Admin, Expensify Success Coach Expensify Success Coach

    Hey Cbai, thanks for writing in through our community! It looks like you have Auto-Sync enabled in your policy connection settings (Admin > [policy name] > Connections > QuickBooks Online > Configure > Advanced).

    Auto-Sync should export your reimbursable reports to QuickBooks Online as soon as they are marked as Reimbursed. It will export your non-reimbursable reports as soon as they are marked as Final Approved.

    Here is a helpful guide on Auto-Sync. Please let us know if your report still doesn't export after it has been reimbursed and we'll be happy to dive into this further.

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