Connecting Expensify to Multiple QuickBooks Online Companies

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husky96821
husky96821 Expensify Customer Posts: 1

Is it possible to have one Expensify admin account that is connected to multiple QuickBooks Online companies? If so, how are the connections established?

Also, is it possible for the same employee to submit expenses that are recorded in separate QuickBooks Online companeis?

Answers

  • Ted Harris
    Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify Team
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    Hi @husky96821 - you can do this! Every individual Group Policy is what's connected to a specific QuickBooks Online Company. You'd simply need to create separate policies, which can be owned by the same Expensify user.

    Then, connect each of those policies to the required QuickBooks Online Company from their respective Settings > Policies > Group [Policy Name] > Connections > Accounting Integrations settings.

    Once you've done that, invite the respective employees to each policy from their Settings > Policies > Group [Policy Name] > People > Policy Members page.

    Now, when they submit expenses they can choose the policy each expense is related to by adding it to a report. Reports are the things which are submitted per policy, and this can be chosen from the Policy dropdown on web:

    When these are approved, they'll be exported to the QuickBooks Online Company linked to the policy they were submitted on!