Is there a way to integrate QBO Class Tracking with Expensify?
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ReconciledSolutions
Expensify Customer Posts: 1 Expensify Newcomer
We want all expenses from expensify to feed into a class we have set up in QBO. Is this a possibility?
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsHello @ReconciledSolutions, I'm happy to help with this. Our QuickBooks Online integration supports import of Classes as tags or report fields.
- Tags lets you apply a Class and/or Customer/Job to each expense
- Report Fields lets you apply a Class and/or Customer/Job to all expenses on a report.
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@Sheena Trepanier How do we sync Customer/Jobs? Our sync is only grabbing GL codes and classes.
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptions
Hello @DanTrantham.
You would want to click the toggle to enable the customers/jobs (recently we renamed to Customers/Projects), then sync your policy. This would be the same method you used to enable Classes.
It's important to remember to sync your connection in order to pull in the new list.
