We primarily use Expensify for credit card expense reporting and importing to QB. It would be very good to be able, as an admin, to close out an expense report after it has been approved and imported to QuickBooks.
Hi @bmyers !
It sounds like you're looking to use Auto Sync, which will automatically trigger an export when reports are approved. I recommend checking out this article to learn more!
Thanks for the quick response. A couple of clarifying points:
First I'm synching with QuickBooks Desktop.
Second, this is to move reports that have been final approved and synched to the closed status.
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