Does anybody have tips regarding the best way to switch the Expensify integration from QBO to Netsuite?
Welcome to the Community!
This is a fantastic question and, when it comes to changing your accounting integration, we do have a few hot tips for you:
Let me know if you have any additional questions once you've completed these steps.
Hi @Victoria O'leary
Thank you for your insights, these tips will be very helpful.
We're currently in the planning phase so I'm happy to see there is a way to test this beforehand.
Regarding the second bullet "Define a cutoff date, whereby your team will approve/export as many reports as possible to the current accounting package ":
What happens with reports that were no approved on time?
Is the export you speak of used later to import it with the new policy?