QBDT sync still not working: manual solution info

RM17
RM17 Expensify Customer Posts: 9 Expensify Newcomer
in Day to Day

Since QB Desktop is still not syncing, I have set up a manual export/import process, message me if you would like more info.

It requires Transaction Pro Importer for QuickBooks, which you can get a 7 day free trial for https://www.transactionpro.com/importer-for-desktop/. In Expensify, I've created a custom export that maps to QB via TPI.

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Answers

  • Conor Pendergrast
    Conor Pendergrast Expensify Success Coach - Admin, Expensify Team Posts: 175 Expensify Team

    Thanks @RM17! Given how challenging it is to maintain a direct integration with QuickBooks Desktop (especially by comparison with other modern, internet-based accounting systems like QuickBooks Online), keeping the Transaction Pro Importer (TPI) option is a great idea.

    For those customers using the updated version, our understanding is that QBD 2022 can handle CSV import/ export directly, so wouldn't need to use TPI.

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