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

julieann Expensify Customer Posts: 4 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 Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    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!