QuickBooks Online - Collect vs Control policy

ccastelli94 Expensify Customer Posts: 2
edited March 2020 in Getting Started

We're looking at options for receipt and expense tracking. I noticed on the complete features list, Control has "accounting codes" as a feature. What is that? Will that change how Expensify imports/exports to QuickBooks Online? Seems a little vague.

Best Answer

  • Ted Harris
    Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify Team
    edited March 2020 Answer ✓

    Hi @ccastelli94 - the difference between how the import works from QuickBooks Online is purely based on whether we'll import GL codes or not between Collect and Control connections. So with Control you get the option for special category based rules as well as GL Code and Payroll Code columns:

    But with Collect you only get the Account Name imported from QuickBooks Online:


    For your second question, Company Cards can be managed through Domain settings. This feature is available to both Control and Collect policies.

    Take a look at our What are "Domains" and how do I use them? post for more info on Domain settings and Company Cards.