Update: MasterCard has successfully resolved the issue with their commercial card systems. We're awaiting file deliveries now. For more information, please visit our status page.

Going to SuiteWorld in Las Vegas April 1-4? So are we! While you're there, you can stop by the Expensify booth in the Expo hall to chat about how the current features work, any questions you may have, or discuss what's next for this integration. We look forward to seeing you there!

Customer:Job not syncing between Quickbooks desktop and Expensify

Stephen_NoteboomStephen_Noteboom Posts: 4
edited December 2018 in Integrations and API

I'm moving from QBO to QB Desktop and was able to disconnect QBO and reconnect to Desktop using the sync manager to successfully connect and sync our chart of accounts to Expensify. I noticed the customers in Expensify were not up to date. When I changed the configuration option to sync "Customer:Job" I get the following error when I try to save...I'm not sure how/where to correct. Help!

**Oops you've selected an export option not available in your current Quickbooks configuration.
Please select another export option until you've added this account type in Quickbooks.
**

Best Answer

  • Ben FitzBen Fitz Posts: 71 Expensify Success Coach
    Accepted Answer

    Hey @Stephen_Noteboom! Welcome to the Expensify Community :blush:

    When viewing your configuration settings under Settings > Policies > Group > [Policy Name] > Connections > Configure > Export, can you confirm that an account is selected for each expense type via the drop down menu:

    I suspect one of these fields is blank and unable to pull in the correct account. If this is the case, you'll need to change the export option. Let me know if you have any further questions on this!

Answers

Sign In or Register to comment.