Are you receiving SNAP/EBT benefits? The Expensify.org/SNAP-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!

Sending reimbursements to QB's for employees.

SuzanneK
SuzanneK Expensify Customer Posts: 28 Expensify Newcomer

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?

Best Answer

  • Nicole Trepanier
    Nicole Trepanier Expensify Team Posts: 498 Expensify Team
    Accepted Answer

    @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.