How do I sync my EXISTING policy with a NEW Quickbooks Desktop company file?
TrumpetAdmin
Expensify Customer Posts: 1
I don't want to create another policy.
I just want to use the existing policy and sync it to my new QBD company file.
The old QBD company file is corrupted and we are no longer using it.
I just want to use the existing policy and sync it to my new QBD company file.
The old QBD company file is corrupted and we are no longer using it.
Answers
-
As far as I'm understanding - you would need to use the Expensify Sync Manager to sync to your new QBD file - then, go into your Policy - choose "Configuration" and then sync the policy.
-
Hi, @TrumpetAdmin! You will want to select "Do not connect QuickBooks Desktop" to disconnect your old connection, and then go ahead and connect the new one. This should generate a new token for you to use to connect your new company file. I hope that helps!
