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Customer:Job not syncing between Quickbooks desktop and Expensify

Stephen_Noteboom
Stephen_Noteboom Expensify Customer 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 Fitz
    Ben Fitz Expensify Team Posts: 112 Expensify Team
    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