How-to: Export credit card expenses to a pooled GL account

Sonia Liapounova
Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 210 Expensify Team
edited October 2022 in How-to Docs

To export credit card expenses to a pooled GL account:

  1. Go to Settings > Policies > Group [Policy Name] > Connections > Accounting Integrations > Configure
  2. Select Credit Card / Charge Card / Bank Transaction as your Non-reimbursable export option. 
    1. Please review the Export Settings page for exporting Expense Reports to NetSuite
  3. Select the Vendor/liability account you want to export all non-reimbursable expenses to.
Related articles: