FAQ - QuickBooks Desktop: Connecting Multiple Companies or Policies

Brigid  BelloBrigid Bello Expensify Team Posts: 78 Expensify Team
edited December 2019 in Integrations and API
If you are connecting more than one policy to separate company files, you will need to have a single Expensify account as an admin on all policies. All connections will be created from this Expensify account but other admins on the policy can sync the connection and export reports as long as the correct company file is open and the Expensify Sync Manager is running. 

To connect your other policies, open the correct company file, and go through the same connection steps you did for the first one. The only difference here is you wont need to update the token in your Sync Manager. A single token will be used for all policies connected.

If you are connecting multiple policies to a single company file, you can re-use the existing connection for each of your policies.
Tagged:
Sign In or Register to comment.