Updates to Chart of Accounts are not pulling into Expensify

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Jireh8
Jireh8 Expensify Customer Posts: 2 Expensify Newcomer
edited January 2019 in Integrations and API

We've updated our chart of accounts and did a sync; however, when our users try to input the categories they are not showing.

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Answers

  • Karisa Latta
    Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 147 Expensify Team
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    Hey @Jireh8

    Hm, when I look into your account I see the last sync date was over a month ago instead of sometime today or yesterday. :disappointed:

    Typically, when you do a sync you'll see the current date reflected in the Settings > Policies > [Policy Name] > Connections section. Here's the specific Sync guide for QuickBooks Desktop.

    Can you please try to sync one more time? If the date on the Connections page still doesn't update, you might be having a deeper issue than we can really address here publicly. At that point, would you mind reaching out to help@expensify.com so we can take this further?

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

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  • Jireh8
    Jireh8 Expensify Customer Posts: 2 Expensify Newcomer
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    Thank you, I'll have to remember to do a sync periodically.

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