Hi - is there a way to limit or customize which tags and or categories that are synced from QBD to Expensify ? I want to limit the drop down menu choices for users.
Of course! You can't limit what is imported unless you want to change the account types (see which types of accounts import here).
You can easily toggle on/off visibility for employees via the Settings > Policies > Group > [Policy Name] > Categories > Categories or [Policy Name] > Tags settings:
©2008-2023 Expensify, Inc.
©The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be used at all merchants that accept Visa cards. Apple® and the Apple logo® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.