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FAQ - QuickBooks Desktop: How do I sync my connection?

Brigid  BelloBrigid Bello Expensify Team Posts: 77 Expensify Team

We recommend syncing your QuickBooks Desktop connection at least once a week, or whenever you make adjustments in QuickBooks Desktop that may affect how your reports export from Expensify. This would include making changes to your Chart of Accounts, Vendors, Employees, Customers/Jobs, or Items. 

The Sync Manager and QuickBooks Desktop both need to be running in order to sync or export.

Step 1: 

Make sure that the Expensify Sync Manager and QuickBooks Desktop are both running. 

Step 2:

On the Expensify website, go to Settings > Policies > Group > [Policy Name] > Connections > QuickBooks Desktop  and click Sync now.

Step 3:

Wait for the syncing process to complete. This typically takes about 2-5 minutes, however it's not uncommon for the process to last longer. The time it takes to sync your policy will vary depending on how long it's been since the last time you synced and the size of your QuickBooks company file. 

Once the syncing process is complete the page will refresh automatically. You're all set!

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