Are you receiving SNAP/EBT or WIC benefits? The Expensify.org/SNAP-WIC-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP/WIC receipt and $50 for getting your COVID-19 vaccine here and join today!
FAQ - QuickBooks Online: Your Payee is Showing as 'Credit Card Misc.'
For non-reimbursable expenses exporting as Credit Card or Debit Card, the payee field will list "Credit Card Misc." in QuickBooks Online, if the merchant name on the expense in Expensify is not an exact match to a vendor in QBO. It is case sensitive.
When an exact match is not available, "Credit Card Misc." is used to prevent multiple variations of the same vendor (e.g. Starbucks and Starbucks #1234, as is often seen in credit card statements) being created in QBO.
To have a different vendor listed, you can change the merchant name in Expensify to be a match to the appropriate vendor entry in QBO.
For repeated expenses, best practice is to use Expense Rules, which will automatically update the merchant name without having to do it manually each time.
Hi Stevie, we have QB desktop instead of QB online but we have come across what you are saying of naming the merchant "Credit Card Misc" if it does not have an exact match in QB. We have found this to be less than ideal, I understand the goal of not creating multiple variations of the same vendor but if you are dealing with many new vendors for each credit card you will have a lot of transactions in QB with the vendor name as Credit Card Misc. I think that Expensify should work on a way to communicate to QB to add a new vendor with the merchant name as listed in Expensify. Due to Expensify's inability to do this we will not be using the feature that exports Reports directly into QB, instead we have to do the work around of exporting a file and them importing.
@Svillanueva One way around this is to have users set up Expense Rules to rename common merchants.
If we take the Starbucks example, if you create an Expense Rule in your account that says "If merchant name contains 'Starbucks' then set Merchant field to 'Starbucks'" then if your bank card imports an expense called "Starbucks #1234" your expense rule will automatically rename it to "Starbucks" (without the digits) which will then directly match your vendor in QB.
@Sonia Liapounova thanks, I have considered this but it would be even better if the policy admin could create an expense rules for all of the people/cards in the company policy. Wtih over 30 employees I know many will not create all these expense rules. The downside of Expensify is it allows for too much individual control and not enough company policy control.
I agree wholeheartedly with Svillanueva. As the admin we should be able to implement these rules for the credit card expenses
We actually have a great Idea proposed here just for this exact topic! Would you kindly go vote for it?
Yes, this policy of having to have a Merchant EXACTLY match what is in Quickbooks is a problem and will probably lead to us not using Expensify. What a pain! And for some reason the first few reports I submitted did not have this problem. Did something change?
Karisa Latta - it's not letting me see your proposed idea. It's saying I don't have permission. Not sure why.