Issues with Auto Sync to QB
I recently had to sever and reconnect my Expensify to QB and now whenever I approve any report it is requiring me to hit an export button. Is that something that I can turn off? Prior to the severing and reconnection, I could approve things and they would just auto sync over. Please let me know. Thanks!
Answers
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Hey @The_1_DRE - When Auto Sync is enabled, Concierge will export all expense reports to QuickBooks Online as soon as they're reimbursed or final-approved, whichever is the final step in your workflow.
It sounds like reimbursement is the last step in your approval workflow, and the reports that haven't been queued for export are still waiting to be reimbursed? Can you confirm? Thanks!
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So, my approval is the final approval and i'm stil being prompted after i approve the report to export it. Any thoughts on getting it set back to once i approve the report it is exported?
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April Bekkala Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 117 Expensify TeamHi @The_1_DRE - If you have Direct ACH Reimbursement also enabled Reimbursement is considered the final step.
Final Approval won't initiate the export, the action of Reimbursing will trigger the export.
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So, I'm still getting the Export request once I approve anything in Expensify and now since I'm being required to export, it's creating duplicates of everything in Quickbooks. I need to know how to fix this, because all of the financials are going to be off because of massive duplicate entries. Please help.
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Hey @The_1_DRE this is a bit tough to troubleshoot without having a look at your account. Can you please reach out to Concierge about this issue and include the report ID number of a report you had to manually export and that was then duplicated in QuickBooks? Thanks!
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I believe i figured it out researching against other topics. Is there a report or a way to see batches that would have been exported over a certain length of time, because this issue appeared on 11/17 through today.
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@The_1_DRE glad to hear you got it resolved! the best way to continue troubleshooting here would be directly with the Concierge Team for the further questions you have. thanks
