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Mapping of Merchant to vendor name field

JFeuchtJFeucht Expensify Customer Posts: 1

Currently the data entered in the Merchant field maps to the description field when synced into the ERP software. It would be helpful in our reporting to have the data in the Merchant field mapped to a vendor name field when it syncs into the ERP software.

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Understanding the Issue · Last Updated

Comments

  • Nicole TrepanierNicole Trepanier Expensify Success Coach - Admin Posts: 497 Expensify Team
    edited June 4

    @JFeucht To have your merchants map to the vendor, you will need to have a vendor set up in QuickBooks Online with the same name as the merchant. Because so many transactions come through with various version of the name, we will not automatically create these in QuickBooks Online

    For example, Amazon could have transactions come through as Amazon23455* and we can only map to the vendor if both the vendor and merchant name read Amazon. This is also a case sensitive feature. 

    To make it easier you can create expense rules that automatically correct the merchant name for you. To do this go to Settings > Expense Rules and create a rule that says if the merchant name contains Amazon, change it to Amazon. I've linked an article that explains more about how expense rules work. 

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