Report Title

MattHMattH Posts: 3Expensify Customer

I use Expensify to take a pictures of my receipts and then I sync Quickbooks to have them uploaded. I have been using the PDF of the report to upload to Quickbooks (with full image included). I only send one receipt at a time so the PDF has the ONE picture of the image. Can I get the merchant name on the report by default?

Answers

  • Nicole TrepanierNicole Trepanier Posts: 566Expensify Success Coach - Admin Expensify Success Coach

    Hi MattH. Because most reports have more than one expense, we can't add expense level information to the report title automatically. You would need to use manual report titles to add this information.

    To confirm, is the reason you are using one expense per report because you are manually uploading your PDFs to QuickBooks Desktop? QuickBooks Online does export each individual receipt to the expense line.

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