Sending reimbursements to QB's for employees.
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SuzanneK
Expensify Customer Posts: 33 Expensify Newcomer
In one policy my employee emails are in the employee center and I send a reimbursable report to QB's and it finds them. In another, it keeps looking in vendors. Is there a setting that can redirect the search?
Best Answer
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@SuzanneK You can determine what type of record your reports will export to based on the type of export selected under Settings > Policies > [policy name] > Connections > Configure.
We look for vendor records when:
- you are exporting as a vendor bill.
- you are exporting as a journal entry to an accounts payable.
- an employee record doesn't exist in QuickBooks for all export types.
We look for employee records when:
- you are exporting as a check.
- you are exporting as a journal entry to an other current liability or other current asset account.
