Currently, I download my companies expense reports from Expensify into a PDF then find the bank debit in Quickbooks, split the expense manually and upload the PDF to quickbooks. Is there a better way?
@kahuja There is definitely a better way! We integrate directly with QuickBooks Online and it's super easy to get connected. Just follow the instructions in this article and you'll be able to export your expenses as debit card transactions to match them with feed in QuickBooks. You'll just need to make sure you export your reports before you add them in QuickBooks. Let me know if you have any questions!
thanks for the response, but looks like I need additional assistance.
-What does Export your reports before you add them in QB mean?
do you mean export them as a PDF to my computer?
I get this error when I attempt to Export to QB online. We couldn't export the following reports because the listed categories have lost their connection to QuickBooks Online:
My categories for expenses are also in Red on the Expensify report.
Must be a setting or something I have missed?
It sounds like the categories on your expenses are not categorized with categories imported from your QuickBooks Online integration. If you reselect the categories so that they match your chart of accounts, you should be able to use the option to export to QuickBooks Online.
When it comes to matching the expenses, if you export your reports via the integration, we will create debit card expenses in QuickBooks. If you go into your bank account in QuickBooks and add the expenses that are feeding in directly from your bank into QBO and add them, you'll be able to match them to the expenses imported from Expensify.
If you were to add them from your feed before exporting your report, it would create duplicates.
I reselected the categories to match my chart of accounts, I used a simple expense report with only 1 category, I got the following error
Customers not found on policy 5507B98FA2813C2D. Please make sure the QBO connection is synced.
If you click into your expenses are the customer tags also showing in red? If so, these will have to be reselected before being able to export.
yes they were, I changed them to a random tag that was in QB, and got this error
ExpensiError QBO088: Error Creating Vendor
with a link here:
I disabled automatically create vendors.... added email to vendor so it doesn't create a new vendor, it went to QB as paid
That's great to hear! Let me know if you hav any other questions!