Using Expensify only for business expenses not employee

taxchef

Hi - I have a client who is an owner-manager and just started using Expensify. We want to integrate it to QBO. The client only uses Expensify for business expenses and uses the business credit card and bank account to pay for these expenses. Therefore there is no reimbursements to be made. What would be the simplest way to get the expenses uploaded to QBO?

Sheena Trepanier

Hi @taxchef - Great question! Your client would still follow a normal set up in Expensify. They would want to have a policy, establish the QBO integration, and then ensure their imported business expense are non-reimbursable in Expensify.

I'll share some resources for getting started below. If you run into account specific questions I'd recommend reaching out to help@expensify.com via email. Through email we'll be able to discuss account specifics and answer more questions.

Thanks!

Getting started day 1
QuickBooks Online connection
Company card expenses
Domain Control
Submitting reports

Karisa Latta

Hey taxchef, thanks for writing in on our community! The simplest way to get started is to create a policy, connect to QB Online, and set the Policy > Expenses rules so that all new cash expenses are set to non-reimbursable status.

The better and more automated way is to get the credit card also connected directly to Expensify. The guide for our basic card connection can be found here. This is best for a single user scenario.

The best setup so you can also map the card expenses back to QB credit card accounts is to use our Company Card connection.

eaharris3

Along these lines - I'm trying to figure out the best way to do just this but to capture expenses that are paid for with non-company credit cards as well. I have airline and hotel cards that I like to use for those purchases and was hoping to be able to continue to use them. Any suggestions?

Rachael Hopkins

Hi @eaharris3 Welcome to the Expensify Community!

This sounds like a fairly standard setup where the non-company cards are reimbursable expenses. Can you elaborate on how you use these cards?