Integrating with Quickbooks
Hi, I am using Quickbooks Simple Start (their basic version) and have not been able to integrate with Expensify. Can someone advise how to do this? Thanks!
Answers
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Hi @AHA12 thanks for getting in touch! Can you please let me know specifically where you are getting held up? Is there a specific step in the set up guide that you're suck on?
Let me know! Otherwise, feel free to live chat with Concierge so we can resolve in real time.
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Hi @Nicole Mendonca, Thanks for the follow up. I don't see an option to document/download expenses processed via Expensify app in Quickbooks. How do I integrate the workflow?
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Hi @AHA12 - It doesn't look like your Expensify policy is connected to QuickBooks properly, which is why you're not able to export expenses from Expensify to QuickBooks quite yet.
In your web account, please navigate to Settings -> Policies -> Policy Name -> Connections -> Sync Now for more information on this sync error.
If you have additional questions about how to establish a working connection between your Expensify policy and QuickBooks, please send a message to Concierge@Expensify.com.
