Liability in QBO

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SohailMithani_FT
SohailMithani_FT Expensify Customer Posts: 1
in Integrations and API

Quick question. At what point does QBO create a liability for the reimbursement to employee 1) when the report is filed by an employee 2) When routed for approval by Manager 3) When approved or 4) When reimbursed?

There are few reports waiting to be approved in Expensify but I do not see QBO having a liability for those. So wanted to confirm. Thanks

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Answers

  • Karisa Latta
    Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 147 Expensify Team
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    Hey @SohailMithani_FT !

    If your reports are originating within Expensify, they will not flow through at all into QBO until either the Final Approval action or the Reimbursement action happen within Expensify. Once those actions happen, and if you have Auto Sync enabled in your policy settings, then the report will publish to QBO.

    I hope this helps! Please let me know if you have more questions.

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