Date of credit card transaction is exporting to QuickBooks Desktop
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
-
Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamHi @twelton, welcome to the Expensify Community! Great to have you here.
Right now, the connection with QuickBooks Desktop only supports exporting the transaction date, rather than the date of export as you'd like.
It's possible you could use a flat CSV export file instead and make use of something like Transaction Importer Pro, but this isn't something we'll support natively I'm afraid!
