Amex CC with QB Desktop and Expensify
I have Amex connected with QB using bank feeds and have imported transactions from July 2018 thru current. I have expensive sync manage installed but I do not see the transactions in Expensify.
I now need to import Amex transactoins from Oct 2017 thru June 2018 using Amex CSV files. I got the import part figured out. However, how do I book those transactions into the same account currently in QB. Also, how do I tag the payee like I do in bank feeds in QB?
How do I get the rules currently set in QB to work with the manually import transactions in Expensify.
Should I just disable the bank feed in QB and only use the Expensify connection instead? If so, when I enable the CC connection, how will it handle the duplicates?