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How-to: Connect to

Mark Louis
Mark Louis Expensify Team Posts: 151 Expensify Team
edited June 2021 in How-to Docs

There are two types of integrations, a two-way integration between and Expensify and a three-way integration between, Expensify, and your accounting integration.

Connecting to without a direct accounting integration

If you are not connecting to a direct accounting integration you can go ahead and connect directly to This version of the integration allows employee expense reports to be submitted directly to

To create the connection, follow these steps:

  1. Go to the Connections section of your policy settings by navigating to Settings > Policies > Group >[Policy name] > Connections and choosing Connect to 
  2. Generate your username and token following the steps that appear on the page (highlighted in yellow). If you have difficulty opening URL, you can navigate in to Settings > Apps > Tokens instead. The username field is the name you give the token, not your login.
  3. Go back to Expensify and enter the Username (the name of the token) and the Token, click Send.

All employee expense reports on this policy will now be submitted to this email address and closed in Expensify. This version of the integration does not allow an approval workflow in Expensify. There is a workaround available in the Related Articles section below.

Connecting to with a direct accounting integration

If you use both and a direct accounting integration (QuickBooks Online, Xero, NetSuite, or Sage Intacct), you can create a three-way integration. Take a look at the How-to: 3-way connection with and QBO, Sage Intacct, Xero, NetSuite article for a step-by-step breakdown of how to set up the connection.

Submit Reports

Employees can either manually submit or allow scheduled submit to send their reports to 

Once the report is submitted, a PDF copy will be placed in the company account. The report will then be put in the closed state in Expensify and the report will be marked as exported to, shown by the icon to the right of the report.

Related articles: