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One report. Two cards? Nope.

MKirchmanMKirchman Posts: 8Expensify Customer Expensify Newcomer
edited July 2019 in Integrations and API

How do you manage expense reporting and Quickbooks Online integration if you use both a CREDIT card and a DEBIT card when you travel? Expensify domain control will not permit a policy to handle debit and credit on the same report.

If i take a trip, I have to generate two reports? Such an inefficient workaround. Can I merge 2 reports after they've been exported to QB online?

Answers

  • Rachael HopkinsRachael Hopkins Posts: 996Expensify Success Coach - Admin Expensify Team
    edited July 2019

    Hi @MKirchman

    That's right, because you can only export to QBO as either A or B, you will need one policy for credit cards and one for debit cards, and the expenses will need to be split across two reports, one against each policy.

    Unfortunately, QuickBooks Online does not allow us to export a mixture.

    I'm not sure if you can merge them on the other side, I'm afraid that's a question for Intuit.

    Let me know if I can help with anything further!

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