Quickbooks integration: transaction dates

dkuhlman Expensify Customer Posts: 1

Is there any way to have QB recognize the actual transaction date (employee-recorded) rather having all expenses in the report show the same date (e.g., date of latest expense or date of report submittal or whatever)

Some people submit before month-end, some after. Some include only same-month expenses, others (submitting later) include next-month transactions. We're trying to get all transactions in the month the employee says they occurred.

Am I missing something or is this a dopey question with an obvious answer?

Best Answer

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
    Answer ✓

    Hi @dkuhlman Welcome to the Expensify Community!

    Not a dopey question! We wish there was, but the options given are the only ones.

    Have you considered using Scheduled Submit to submit expenses more regularly and also encouraging users to snap/forward their receipts as they get them? These two things would really help.

    Then you can process, reimburse and export as they submit. I'm sure they wouldn't mind being reimbursed sooner.

    At Expensify our own Policy has Scheduled Submit set to Daily, reports without violations are automatically Approved, and expenses are automatically reimbursed under a certain threshold so that Admins don't even need to get involved unless there is an issue or it's a big reimbursement.