Quickbooks Online - Projects Integration
Is it possible to tag the receipts in Expensify to a Project? and will it accurately sync with QBO? That is, will it show as an expense under a certain project in QBO?
I'm looking for project expense management solutions for a client but at the same time I need to ensure it will not create inconsistencies between an expense/receipt app and project accounting in QBO.
Answers
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Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 229 Expensify TeamOptionsHi @Benj_Acuña - welcome to the Community! Yes, Expensify will integrate with QBO, and we'll actually pull your Chart of Accounts, as well as Projects and Customers into Expensify as Categories and Tags. You'll also be able to export your data from Expensify into QuickBooks.
Feel free to write in to our team at concierge@expensify.com and we can assist further!
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Hi Jason, thanks for your feedback.
Do you mean Projects will show as Categories in Expensify? And then Customers as Tags? I'd like to see a sample.
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Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 133 Expensify TeamOptionsHi @Benj_Acuña - did you click on the link Jason mentioned in his answer? That a) gives an outline of what it looks like and b) explains what data is imported and c) provides more links to other articles around our integration with QBO.
But Customers/Projects will import at the Tag level and Chart of Accounts as Categories.
I also recommend trialling the product and creating your own policy; there's nothing better than seeing it with your own eyes!
