QB Desktop sync for credit card only showing on the line item

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Scoboa
Scoboa Expensify Customer Posts: 1
in Integrations and API

Hi! I have Expensify setup to sync to QB Desktop and carryover the class, job and vendor info for expenses. The sync comes through great on the QB line item, and all fields are populated, but when you open the expense, the header only fills in the amount and reference, no vendor or class. Because of this, the expense doesn't show up on reports with the class or

vendor listed, even though the line item itself has these things filled in. How do I make this populate correctly?



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Answers

  • Jason Li
    Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 229 Expensify Team
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    Hi @Scoboa - welcome to the Community! If you want the payee field for Credit Card expenses in QuickBooks to show the merchant name, a matching Vendor must exist in QuickBooks. Expensify looks for an exact match when exporting and if it can't find a match, the payee gets mapped to a Credit Card Misc. vendor.

    Your Classes should also import into Expensify from QuickBooks as Tags. Did you select a Tag when the expense was created?

    Feel free to write in to concierge@expensify.com and we'll be happy to assist further!

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