We’re currently making some incredible improvements to SmartScan! During this time, you may experience delays of up to 24 hours for receipts completing SmartScan. This should be a short-term inconvenience that results in significant improvements to both SmartScan processing times and accuracy going forward. Thank you for your patience and please accept our apologies in advance!
Renaming Tags and Categories from QB Integration
We have integrated our Expensify account with QB. As such we have pulled in our classes as tags and expenses from our COA as categories.
As with most accounting systems, the naming convention of our classes and expense categories can be somewhat complicated for an end user not used to working with them. So we were glad to see we had the option to rename these in our Expensify Admin portal.
However, when we re-synced our connection with QB our tags changed back to match those in our QB whereas our category names renamed the same. Is there a way to keep tag names from changing with each sync?