QB Desktop export to debit card options
Hi,
We would like our reports to export as a debit card so that they map to a bank account we have set up. Is there a way that each expense gets its own vendor entry? Right now it just goes under one vendor name with the expenses broken out by ledger in the bottom of the check but we want each vendor to have the entry from the expense so we can research it later.
Answers
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Hi @A_George124 - good question, thanks for posting!
If you want the payee field for Credit Card expenses in QuickBooks Desktop to show the merchant name, a matching Vendor must exist in QuickBooks. Expensify looks for an exact match when exporting, and if it can’t find a match, the payee gets mapped to a "Credit Card Misc." vendor that we create.
You can learn more about exporting non-reimbursable expenses in our Help Center here.
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Does anyone know how to handle the Debit Cards vs. the Credit Cards that this answer seems to be targeting? I would like to export as a debit card so that they map to a bank account we have set up. Is there a way that each expense gets its own vendor entry? Right now it just goes under one vendor name with the expenses broken out by ledger in the bottom of the check but we want each vendor to have the entry from the expense so we can research it later.
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Hi @blebaron, thanks for reaching out! The ability to export to a debit card account in QuickBooks Desktop is limited to a single itemized check. The ability to have individual transactions exported to a debit card is only available with the QuickBooks Online integration.
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@Sheena Trepanier Do you know if this can or will ever be changed to match QBO?
