Transaction import from Wells Fargo paused. Please visit our status page for more details and to subscribe to updates.

Exploring the Bill.com and Accounting Integrations on Expensify

[Deleted User][Deleted User] Posts: 1 Expensify Team
edited October 2017 in Ideas

Do you use Expensify, Bill.com, and Netsuite, QBO, Xero or Intacct? If so, we’re glad you’re here! We’re hoping to start a discussion and gather feedback on integrating Expensify with both Bill.com and your accounting software. As a reminder, the combined integration works like this. So, I’ll start by asking these questions:

  • What accounting software do you use?
  • Is it easy for you to sync information across Expensify, your accounting solution and
    Bill.com? Why or why not?

  • Using the integration are you able to track the information that you need? Is there anything else you’d like to track?

  • Any other feedback on how we could make this integration better?

``
If there's any other information you want to share that isn’t prompted by the above questions, feel free to include it. All questions and insights are greatly appreciated!

PS. If you need to upgrade your connection, please go to Admin > [Select your policy connected to bill.com] > Connections and click the blue "update" link to update the connection.

3
3 votes

Live feature released! · Last Updated

Comments

  • DiegoDiego Expensify Customer Posts: 2 Expensify Newcomer

    What accounting software do you use?

    • QuickBooks Online and QuickBooks Desktop (depends on the client)

    Is it easy for you to sync information across Expensify, your accounting solution and
    Bill.com? Why or why not?

    • I think the biggest opportunity is to have expenses that are reimbursable to employees show up in Bill.com ALREADY CODED. Currently the expenses show up as a pdf that have to be (re)coded into Bill.com, but one point of having Expensify is that expenses are already coded. This should include class codes, customers, and whether billable to the customer or not.
    • Another opportunity is to have corporate card expenses show up in Bill.com as already coded AND PAID. Normally you would push these paid charges straight to QuickBooks, but there are some reasons you might want them to go to Bill.com. One is that you want to be able to see all of your expenses in one place - Bill.com. Another reason is that QuickBooks Desktop doesn't have anywhere to attach receipts. Another expense reporting company accomplishes showing the expenses as coded and paid by somehow entering the bills in Bill.com and showing them as paid by the corporate card, so they end up in QuickBooks as 2 transactions for each purchase - a bill and a bill-payment made by the credit card. It doesn't require the user to tell Bill.com that the bills were paid using the corporate card.

    Using the integration are you able to track the information that you need? Is there anything else you’d like to track?

    • Can't think of anything but I'm new to Expensify

    Any other feedback on how we could make this integration better?

    • Can't think of anything but I'm new to Expensify
  • [Deleted User][Deleted User] Posts: 1 Expensify Team

    Hi Diego, thanks for the feedback!

    If you are using the updated Bill.com Integration and a QBO integration, then we will actually sync all coded information from QBO to Bill.com. You'll just want to make sure you're using the most updated version of both the Bill.com and QBO integrations.

    We're still working on building this integration out for QuickBooks Desktop so that coded information syncs from Expensify-QBO-Bill.com. You can look forward to having this feature available soon!

    We normally recommend exporting reimbursable expenses as Vendor Bills to QBO and non-reimbursable expenses as Journal Entires (Credit Card or Debit Card charges) to QBO. Reimbursable charges will be sent to Bill.com to be reimbursed but your non-reimbursable credit card charges will not be sent to Bill.com since they are not being reimbursed. We recommend tracking all information in accounting software rather than in Bill.com.

    Please let us know if there's a different scenario that we should know about!

Sign In or Register to comment.