Sending reimbursements to QB's for employees.

SuzanneK

In one policy my employee emails are in the employee center and I send a reimbursable report to QB's and it finds them. In another, it keeps looking in vendors. Is there a setting that can redirect the search?

Nicole Trepanier

@SuzanneK You can determine what type of record your reports will export to based on the type of export selected under Settings > Policies > [policy name] > Connections > Configure.

We look for vendor records when:

• you are exporting as a vendor bill.
• you are exporting as a journal entry to an accounts payable.
• an employee record doesn't exist in QuickBooks for all export types.

We look for employee records when:

• you are exporting as a check.
• you are exporting as a journal entry to an other current liability or other current asset account.