Sync Error When Trying to Sync a Test Expense in Expensify Test Environment with Intacct Sandbox

Jenelle

Hello,

I have been trying to sync a client sandbox environment (one is for Expensify and one is for Intacct), but I get the message that my credit card is invalid. I used a fake credit card in Intacct as I do not want to sync the test transaction with a real credit card. How can I set up a test sync for expenses in between the two sandbox environments? I have tried reaching out to support, but nobody has replied to me. I was hoping to get my question answered on this platform.

Conor Pendergrast

Hi Jenelle, there isn't such a thing as a "fake" credit card to import into Expensify, no.

An option here is to simply create a new cash expense and mark that as non-reimbursable (not paid back to the employee).

That'll work as a test because the Intacct export settings are configured separately for reimbursable and non-reimbursable expenses, not "credit card" versus "non-credit card".

So, if you set up a non-reimbursable cash expense, that'll test out that path. Looking at your setup, I can see that you don't have the option to select a Credit Card account from Intacct. You'll need to create a Credit Card account in Intacct, available at the Top Level entity in Intacct. Once you've done that, you'll need to sync your Intacct integration and select that account through Settings > Policies > Group > [Policy Name] > Connections > Intacct > Sync/ Configure:

Right now, the sync out to Intacct is failing because there isn't a valid Credit Card account available for us to use. That's what Ben meant by the account being valid in Intacct!

Ben Fitz

Hi @Jenelle, thanks for reaching out and welcome to the Community!

The credit card itself doesn't have to be 'real', but the account needs to be valid in Intacct for the sandbox integration to work — can you confirm this is the case? Thanks!

Jenelle

Hi Ben,

Can you please clarify what you mean by account? Do you mean the Intacct sadbox account or the credit card account number? Basically, the sandbox is a valid account for our client. However, the card that I set up Intacct is not real, although "valid", by Intacct standards. Support actually got back to me and they let me know that unfortunately I will need to sync a real credit card if I want to test out syncing non-reimbursable transactions. I can later delete these transactions. However, there is no way for me set up a fake credit card within Expensify to test the sync of non-reimbursable transactions between Expensify and Intacct. Can you please confirm if this is true? Thanks!

Jenelle

Hi Conor,

That makes sense.

Thank you so much!