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Deep Dive: How to avoid credit card duplicates in QuickBooks Online - Question on Step 3

Insight_Jennifer
Insight_Jennifer Expensify Customer Posts: 1

Hello! Sheena your step by step process was very helpful to answer my questions about syncing Expensify, QBO and the credit card feed (which I am already using in QBO). You mention in Step 3 to ensure the expenses are coded and imported first and then pull the transactions from the Credit Card into QBO. If there are transactions you do not yet have expense documentation for which come over during this feed, lets say someone forgets to include a transaction or the timing is as such it has hit the credit card but they will not submit or the expense hasn't been approved. How should these transactions be handled? Once the Expensify sync is completed for these transactions which already pulled into QBO from the bank feed, how will these be matched? Thank you for your help!

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