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!

Is there a way to only export transactions after a certain date?

julieannjulieann Posts: 3 Expensify Newcomer

My company just synced Expensify with Quickbooks Online. However, all of our 2018 transactions have already been entered into Quickbooks so I don't want to export 2018 transactions from Expensify. Is there a way to tell Expensify that or to exclude old reports?

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 1,655 Expensify Success Coach
    Accepted Answer

    Hi @julieann, thanks for circling back!

    To avoid Approved reports exporting automatically to QBO, you do not need to disconnect QuickBooks. Instead, you'd want to disable auto-sync until after you've approved the reports.

    When auto-sync is disabled and you Final Approve reports, they will not export automatically. When you re-enable auto-sync, we will not retroactively export those reports.

    To disable auto-sync, head to your Settings > Policies > Group > [Policy Name] > Connections tab, and click the Configure button for QBO. Click on the Advanced tab and then the green toggle to disable auto-sync. (below)

    Just be sure to re-enable auto-sync once you're done approving your reports!

Answers

Sign In or Register to comment.