How can I move old open items that have already been entered in closed in QB off of active reports?
I just became the accountant for a company that has Expensify integrated with Quickbooks. I'm new to using Expensify and one of the issues our consultant was unable to resolve was that there are open expense items from prior closed financial periods still labeled as open (2021 books are closed in Quickbooks, so I don't want them to post) and continued to be rolled into current reports, so we're unable to upload the current items in the report without potentially having an error in the upload(?) or double-booking expenses from 2021. Does anyone have a solution?
I disabled "Scheduled Submit" in Settings. And was hoping that having each user create an "OLD EXPENSES - DO NOT PROCESS" report where previous items could be moved, while having the "Scheduled Submit" disabled would prevent this from happening again. Are there better solutions, and will my idea actually work?