Are you receiving SNAP/EBT benefits? The Expensify.org/SNAP-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!

Migrating from QuickBooks Connector to NetSuite Connector

DaveCWS
DaveCWS Expensify Customer Posts: 13 Expensify Newcomer

We have recently migrated from using QuickBooks over to NetSuite. To move our Expensify connection from QuickBooks to NetSuite, we obviously need to setup and configure the NetSuite connection. But do we also need to create all new policies to replace those that were used with QuickBooks? Any guidance available on the best approach to this conversion in Expensify - in particular, the recommended sequence and which elements need to be recreated - would be valuable and much appreciated. Thanks.

Answers

  • Kirk Barrett
    Kirk Barrett Expensify Success Coach - Admin Posts: 110 Expensify Team

    You don't necessarily need to create a new policy when switching over, but generally this is the easiest way so that you don't have to rush to set up the new integration right as the switch-over is happening. Here are a few tips that you may find helpful.

    • (Optional) If time permits and you want to test out the new accounting integration functionality, you can create a test policy and connect the new accounting connection there. Then, you can invite any fellow admins who would like to partake in testing. Keep in mind that we won't invite employees to this policy, as its purpose would be purely for testing. 
    • Define a cutoff date, whereby your team will approve/export as many reports as possible to the current accounting package. 
    • When the cutoff date arrives, navigate to the respective policy to disconnect your old accounting connection. 
    • Then, connect the new accounting software to the same policy, and configure the respective integration settings as desired.
    • Pro tip: If you've created and configured a test policy (step 1), you can choose the option to re-use settings from the test policy rather than creating a new connection. For any existing reports that need to be exported to your new accounting package, you can re-code those expenses that appear to be out of policy, such that the reports reflect the coding options pulled in from your new accounting software. 
    • Send internal communication to employees on the policy, so that they are aware of the updated coding details that they may see in the product. Note that they may need to sync their mobile app to see the changes reflected there.

    Let me know if you run into any trouble!

  • DaveCWS
    DaveCWS Expensify Customer Posts: 13 Expensify Newcomer
  • Kirk Barrett
    Kirk Barrett Expensify Success Coach - Admin Posts: 110 Expensify Team
Sign In or Register to comment.