how do I connect expensify to quickbooks online

apopper

How do I connect expensify to quickbooks online?

Jason Li

Hi @apopper - there's a couple of ways that you can do this! The easiest way would be to navigate to your Expensify Inbox, and there should be a task which allows you to select an accounting integration (if you can't see it, you may need to click on "Show Hidden Tasks" to reveal it).

Alternatively, you can navigate to Settings > Policies > Group > [Policy Name] > Connections and connect to QuickBooks there!

DLAT

Sorry to be late to this conversation, but can I connect to quickbooks online with just an individual policy? Or do I have to have a group policy?

Sasha Kluger

Hi @DLAT - A group policy is required to connect to QuickBooks Online, it's not possible to connect to QBO with an individual policy.