Using QBO, Bill.com, and Expensify - Help material

CPAFirm_WallaceCPAFirm_Wallace Posts: 24Expensify Customer Expensify Admirer


Attached is A draft of the guidance that My practice created Internally for when Expensify, Bill.com and QBO is in use for a client. Can you see if this is in accord with your product’s functionality and also with any best practices that you guys may have identified when the products are used together?

Expensify doesn't have any documentation on how bill.com, Expensify, and QBO work together, we are trying to piece this all together ourselves. I want to make sure what we put together is accurate, maybe your team can use this too!

Answers

  • Nicole TrepanierNicole Trepanier Posts: 613Expensify Success Coach - Admin Expensify Success Coach

    Hi @CPAFirm_Wallace. Thanks for putting this together! It's going to be a big help understanding the integration from an accounting perspective.

    I did make a couple of adjustments to the flow chart. (forgive the sloppy photo shop) There is one part of the flow that isn't quite right. With the three way integration, we don't send a PDF directly to Bill.com. We send the report to QBO, then it goes from QBO to bill.com fully coded.

    What the Expensify/Bill.com integration does, is sends the individual receipt images to the existing bill in Bill.com after it's created via the QBO/Bill.com integration.

    This is why there is no duplicate bill in Bill.com when you are connected to both. Nothing is sent to the Bill.com inbox. Let me know if you have any other questions or if you want me to take a look once you've updated your doc.

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