Expense import into QB

Currently when we close a report and export the total amount of the expenses come across on the date the report is submitted. I want the the individual expenses to reflect on the date of purchase.

Best Answer

  • Karisa CaudillKarisa Caudill Posts: 101 Expensify Success Coach
    Accepted Answer

    Hey @JB_5062

    The export function reads the reimbursable status of the expense to determine which export settings to abide by. So, for non-reimbursable expenses you can set them as Credit Card Transactions even if they are really from a debit card. Non-reimbursable expenses will post with the expense/transaction date individually.

    Reimbursable cash transactions, unfortunately, can't post with individual expense dates. The closest option you get is Date Of Last Expense. This is a limitation of the integration we cannot get around currently.

    I hope this helps! Please let me know if you have more questions.


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