Exporting into QBO
A credit card reconciliation report was submitted by an employee. The report had about 15 transactions total. I reviewed it, approved it and exported it into QB. After exporting, I realized that the Class Tag selected by the employee was incorrect. I thought the fix would be simple, I'd just go to the exported report in QBO and make the correction. What I found out was that this one report was exported as 15 individual expenses in QBO. I had to look for 15 expense transactions in order to correct this. So, my question is this: why is one Expensify report with multiple lines entered as individual transactions in QBO? And, is it possible to stop this?
Answers
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What kind of transactions? Are they credit card charges? I think you'll want to check with concierge and see what options they have for adjusting your export settings.
Can you do some test exports from your account to try different ideas out?
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Hi @fhessabi ! I see you're exporting non-reimbursable expenses as Credit Card transactions. When using this export method each transaction will export as a single bank transaction. If you'd like to change the export format you can do so from Settings > Policies > Group > [Policy Name] > Connections > Configure > Export tab. Examples and descriptions of available formats can be found here.
