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Credit Card Import Benefits

tccpg288
tccpg288 Expensify Customer Posts: 1

I have a company and have 5 employees. Each employee has their own credit card.

What are the benefits of expensify? I would ultimately like these charges to import into QB Online.

If I could have the employees categorize their expenses individually so that they import into QBO after categorization that would be ideal. However, not sure if this is possible.

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Answers

  • Kirk Barrett
    Kirk Barrett Expensify Success Coach - Admin Posts: 119 Expensify Team

    Thanks for reaching out! What you are describing is exactly how the integration works. Each employee can upload expenses from their credit cards, or depending on the nature of the cards, admins can assign company cards out to employees. Then employees will be able to easily match receipt images with expenses automatically using our SmartScan system. Once categories and tags have been applied, depending on the admin's preferences, reports can be submitted for approval, and potentially reimbursement. From there, the data will export seamlessly into QuickBooks. Many of these steps can also be configured to happen automatically.

    If you create a free Expensify account you will find that there is an Inbox page that will walk you through onboarding, depending on your specific needs. You will also find a "Call Me" button if you would like to get in touch with one of our Launch specialists to discuss tailoring Expensify to meet whatever requirements that you may have. Please let us know if you have any questions or run into trouble at any point! We are always happy to help!