How do I import expenses as individual items into QB Online?

nlcoachingandpi Expensify Customer Posts: 1

With previous reports I have submitted and closed them and the expenses have appeared individually in my QB Online account.

I must have changed the crucial setting because now the expenses appear as one 'cheque' for the total amount of all of the expenses in that report.

How do I go back to having all expenses appear individually?



  • Ted Harris
    Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify Team
    edited March 2020

    It sounds like you've probably updated your Export settings from Settings > Policies > Group > 
    [Policy Name] > Connections > QuickBooks Online > Configure > Export Tab.

    Here you can update the settings for your Reimbursable Expenses to Vendor Bill or Journal Entry:

    These options will export at the line-item level (per expense), whereas "Check" will always export at the report level (per report).

    Check the guide here for more on QuickBooks Online Export options.