Customer:Job not syncing between Quickbooks desktop and Expensify

Stephen_Noteboom

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.
**

Ben Fitz

Hey @Stephen_Noteboom! Welcome to the Expensify Community

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!

Stephen_Noteboom

Thanks for the help...you're right.... one was blank. In fact, i assumed the choices i made when on QBO would stay once we converted. i'm confirming with our book-keeper what it was. That said, it looks as though i'm not able to select an account (see highlighted below).

I think this path will fix any Expensify - > Quickbooks import issues. Just to clarify, do you believe this path will also fix the issue with Expensify not allowing me to import Customer:Jobs from Quickbooks?

Stephen_Noteboom

I confirmed with Expensify Support that the issue was that our 'Accounts Payable' account was setup incorrectly in Quickbooks. Once that was fixed, we were able to toggle the customer:job sync feature. Thanks for the help all around!

Stephen_Noteboom

Follow up question. the sync worked but now I see a 'customer' AND 'customer/projects' mapping...the customer/projects mapping is the only that shows in the configuration screens of the connection to quickbooks. Any thoughts?