Credit Card Exporting

tweltontwelton Posts: 1Expensify Customer

When I export credit card submissions to my QB desktop, it uses the date of the credit card transaction.

This does not work for us, how can we change the date that the transactions import into QB?

For example our credit card statement closes 9/8/19 for charges from 8/9-9/8. It takes a week or two for everyone to receive their credit card statement and to submit their info to me.

By that time our August financials are already issued, so I cant have the transactions posting to August, they need to get posted to September.

Can the date be changed? If not, what are others doing as a work around?


Thanks

Answers

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