Importing into Quickbooks Online

RJRIley Expensify Customer Posts: 2

Quickbooks Online downloads our Chase Credit Card transactions into individual accounts for each card holder. Can Expensify import the charges into each of these accounts or do I need to try to setup Quickbooks to download all transactions into one account?

Best Answer

  • Katie Oswalt
    Katie Oswalt Expensify Success Coach - Admin Posts: 170 Expensify Team
    Answer ✓

    Hi there @RJRIley ! It sounds like you'd like to export credit card transactions to their respective cardholder's account in QuickBooks, is that correct? You will be able to accomplish this as long you are importing your company cards via Domains -> Company cards and have assigned each of the cards to the respective card account under Edit Exports.

    The next time you export a report for that individual that holds company card expenses, they should go to the account that you have selected here.

    Let us know if you have any additional questions or if I have misunderstood your question! :)