Using Quickbooks Online (QBO) and AMEX with Expensify - Prevent Duplicate Transactions
I have just started with Expensify and want to use the integrations feature to download transactions to my QBO account. I have a bookkeeper for my business and want her to be able to most easily manage the info coming in. Currently, my AMEX cards are set to download to my QBO automatically and I wanted to get the opinion of some folks on how I can best leverage both systems efficiently. It seems a bit messy with both being integrated into QBO simultaneously and so my thought is to remove the AMEX account from my QBO and just use the Expensify integration and download transactions. Any thoughts or feedback would be much appreciated.