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How-to: Select your Expensify Card Reconciliation Account
When using the Expensify Card and QuickBooks Online or NetSuite, you can select your auto-reconciliation account in your Company Card settings.
- Go to Settings > Domains > [Domain Name] > Company Cards
- Select the Expensify Card from the dropdown
- Go to the Settings tab
- Select the account in QuickBooks Online or NetSuite that you want to use for reconciliation (this account will need to be the same account as the daily settlement business bank account)