Can Expensify match the merchant name of a scanned reimbursable expense with vendor name on QBO
Hi,
Is it applicable that expensify export the reimbursable expenses to QBO using the AP account name of the same merchant
Example:
X scans an expense of Y to Expensify and categorize it as Computers Fixed Assets
When exporting the expense to QBO, it's exported as a bill to vendor X instead of Y.
So how can this be fixed?
Answers
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Hi, @Mahi_1234 ! My apologies that it appears your answer slid by us with no resolution!
So, in your example, I believe "X" is the report submitter, and "Y" is the merchant. You'd like the vendor bill to export to the submitter instead of the merchant, is that correct? This should be how it already exports when you are exporting reimbursables as vendor bills, so I'm a bit confused :)
I see from your setup that you are using journal entries for your reimbursable expenses, rather than vendor bills. Since this was a few months ago, you may have resolved this on your own, but please send us a message at [email protected] if you still need help with this and we should be able to help you very quickly!
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@Mahi_1234 Sorry for the delayed reply! If these are reimbursable expenses, they will export as payable to the submitter, not the merchant. If you have further questions on this feel free to reach out to [email protected]!
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same issue
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Apparently Expensify not interested in fixing this issue
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Hi @shaya - thanks for writing in to our Community! The topic here wasn't a flagged bug, but a question on how reports are exported. Are you experiencing a specific issue in regards to merchant exporting? Please reach out to Concierge so we can troubleshoot that directly, thanks!
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For what it's worth, this sounds correct to me. A reimbursed expense, means you are reimbursing the employee, not the vendor. I understand the desire to track spending with the vendor, but technically you are paying the employee. This is the correct treatment of that expense; if an auditor pulls the expense as a selection to test, they would expect to trace a payment back to the vendor, of which there is none. Instead, it would be a payment back to the employee that incurred the expense, with a receipt or some other proof they paid for a business expense (i.e., the merchant invoice or receipt).
