QuickBooks online categories - Divisions
Our business uses both Classes and Divisions within QBO. Expensify easily handles the Classes but for the life of me I can't figure out if there is a way to add a Division tag into our Policy. We are transaction heavy and I have to go back into QBO and manually enter the Division on every.single.expense that runs through Expensify.
Can't seem to find an answer to this anywhere: does Expensify have a way for me to add the Division field to each Expense??
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamHi @FinanceFC18, thanks for posting! Can you tell me what you have your divisions set up as in QuickBooks, is it a custom list? Are they tied to your classes?
Thanks!
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I have seven divisions, labeled as follows:
00 Overhead
01 Program General
02 Fundraising...and on through 06, each division with a different name.
I'm not sure what you mean by "tied to" classes. I have multiple classes set up in QBO (each department has many projects and each project has it's own class so that we can easily run P&Ls by that class/project). Our Corporate Policy is set so that people must tag their expenses, that tag has a custom name ("Classes").
I thought perhaps there was a way to turn on the Divisions through the Sync Options for QBO via Expensify, but I don't see an option in the Sync Options/Coding tab that makes that possible.
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Figured it out...in Expensify the Divisions are called "Locations." Was able to turn on Locations and voila.
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
Fantastic update @FinanceFC18, thanks for sharing your solution.
