Importing tags

hunt9701 Expensify Customer Posts: 5 Expensify Newcomer

I cannot edit my tags since connecting to QBO. In Expensify, there is a button to "edit tags" but when I click it, I cannot edit the tags. Then, there is no choice to import an Excel file, only to export. How do I update/edit tags as needed? Thank you.

Best Answer

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

    Hello @hunt9701, thanks so much reaching out for help here. @tylerzoll, good job on this one!

    I took a peek at your configuration for QuickBooks Online and can see you're importing Classes as a report field and Customer/Projects as tags. (below)

    If you'd like, you can have both lists of information import as tags, allowing employees to select a tag from each list on every expense. To do this, navigate to your Admin page > click on [policy name] > Connections tab > Configure button for the QuickBooks Online connection > Coding tab.

    From there, select tag in the drop down for Classes and save the new configuration. Your connection will sync and you should see both lists in the Tag tab of your policy settings.

    You might also find this QuickBooks Online article from our Help Center helpful. I hope this helps but let us know any questions you have!