Exporting expenses to QB Online

I am using the trial version of Expensify and have created an expense report. When I try to export it only allows export to csv file format. How do I export/synch directly to my QB Online account?

Answers

  • RachCHopkinsRachCHopkins Posts: 842 Expensify Success Coach

    Hi @pvos2242 Welcome to the Expensify Community!

    To export to QuickBooks Online you'll first need to connect Expensify to QBO. (Which you have done)

    Your Policy is set to use AutoSync which will export automatically when a report is Approved. You can also export to QBO from within the Report itself or from the Reports page.

    It looks like you have worked this out, because I see successfully exported reports - you can tell by the little logo on your Reports page:

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