QB Chart of Accounts to Expensify
Bill_Mc
Expensify Customer Posts: 1
How do I import my QB Chart of Accounts (or a sub-set) to Expensify?
Answers
-
Victoria O'leary Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify TeamHi @Bill_Mc
Welcome to the Community!
This is a great question and the good news is, it's really simple. First of all, you need to know that QBO Chart of Accounts are imported into Expensify as "Categories".
Check out the "Categories" section of this article for everything you need to know to get up and running.
Let me know if you need any further help along the way 😀
