I can't connect Expensify to Quickbooks online
@Church are you seeing an error message when you try to connect?
No, it just tells me to "Configure and i do, and it tells me to put in my password for QB, and it does not allow me to do that.
@Church I took a look at your set up and was able to successfully sync your QBO connection with the "C@CC" policy. The connection should be up and running now, but let me know if you continue running into any errors!
Why does it not show up in Quickbooks as a program. My last program we used. "My Credit Card" shows to be in there, should I delete that one since we don't use it anymore. I can still download from this the program the credit charges. Should i still do that and it matches up with expensify?
Does it not show until we make the first download, or approval? I can't see anywhere in QB where the program is downloaded.
Sorry for confusion, but this is the first time doing this.
We really need your help. Waiting, all I got back was comment from someone saying it would not work with QuickBooks online.
hi @Church the quickest way to get support from us is by contacting [email protected] where we have a 24/7 live support team ready to field any account specific questions. Please write to us there and we will help you get this resolved. Thanks
How do you add a "credit to expensify?
@Church could you clarify what you mean when you ask how to add a credit to Expensify? Is this related to your previous question?
HE HAD A RECEIPT THAT HE RETURNED SOME ITEMS IN THE AMOUNT OF $16.01, BUT WHEN HE ADDED IT COME UP AS A CHARGE AGAIN AND IT MAKES HIM OUT OF BALANCE. THIS IS A RETURN OF MERCHANDISE
Are you looking to add a negative value "expense" in order to offset the amount of that charge for the purpose of correcting the reimbursable amount? If this is the case, what you can do here is add an expense of the same value, but surrounded by parenthesis. This will tell Expensify that it is a negative value. Then, this will bring down the Reimbursable Total of the report by that amount, and should balance things out.
If this is not what you were looking for please contact Concierge either through in-app chat, or by emailing [email protected]. That way we can take a closer look at the issue for you and get this resolved.
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