Expensify / QBO Sync

MountainViewBks

How do you get a Merchant Vendor to be added to QBO instead of the wording Credit Card Misc. when a sync is done

Example:

Employee rents a car from Hertz - since we use Hertz a lot they are set up as a vendor so when the sync is done it shows up under the vendor Hertz.

But if the following happens:

Employee rented a car from a place we hadn't used before, he put the name of the Merchant in his expensify report but when it came over to QBO it shows "Credit Card Misc."

Thanks in advance!

Amanda DeWitt

Hey there! Happy to help!

If you want the payee field for Credit Card expenses in QuickBooks Online to show the merchant name, a matching Vendor must exist in QuickBooks Online. Expensify looks for an exact match when exporting and if it can’t find a match, the payee gets mapped to a Credit Card Misc. vendor that we create. More information can be found here.

This means you need to make sure that a vendor is created for this new merchant before exporting the report to prevent the expenses falling into the Credit Card Misc vendor.

Adam1234

Why can't a vendor be auto-created like an employee being auto-created?

Sonia Liapounova

A vendor will be created for the report's submitter when exporting as a Vendor Bill. But we are not able to create merchant vendors when exporting as Credit Card. This is a limitation of the integration.