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Expenses flow into same account when exporting to Quickbooks Online with multiple credit cards -

MKirchman
MKirchman Expensify Customer Posts: 9 Expensify Newcomer
edited January 2019 in Integrations and API

My expense transactions come from 2 sources: American Express and Bank of America. When I generate a report and export it to Quickbooks, all expenses (both AmEx and BoA) flow into my AmEx account. Why is that!?

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Success Coach - Admin Posts: 1,346 Expensify Team
    Accepted Answer

    Hi @MKirchman, I hope your Friday is off to a great start. I see this was also brought up in another thread, so I went to have a chat with my team members who specialize in our integrations so that I could get a full breakdown of what needs to happen here for you.

    Sadly, I learned it's a bit more intensive than I expected and for that, I apologize. The gist of it is this:

    Each policy will export non-reimbursable expenses based on the configuration set up in the Connections > Configure settings for Quickbooks. During the export, if you have set an account for each credit or debit card we then export expenses to the account based on what you have set up in Domain Control > Company Cards. This works great when you only have a credit card or a debit card account, but when you have both, it becomes very difficult.

    Since the policy starts the export based on the configuration settings for non-reimbursables as a Credit or Debit Card, and then takes into consideration which accounts you have assigned to each credit or debit card, you'll want to create separate reports and separate policies for each type.

    I see you've already started this and created separate policies, which is great and just the steps you needed to take. That being said, I know it's not ideal right now so if things change in this regard I'll reach out to you right away.

Answers