How to edit tags when syncing to QB Essentials?
How can edit or even use tags in Expensify when syncing to QBO Essentials? We had tags before but now that we sync to QBO Essentials, we can't see them anymore nor can we edit them.
Best Answer
-
Hey @NicoVerzijden, you don't need to delete the tags or loose functionality in Expensify. As Sheena mentioned above, the QuickBooks Essentials integration has limited functionality and unfortunately won't accept reports that have tags on them during export. The workaround to export reports from Expensify to QB Essentials would be to delete the tags on the specific reports that you would like to export to the integration.
I hope that my answer clears the confusion and let me know if you have any other questions!
Answers
-
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsHi @NicoVerzijden, welcome to the Community! Sadly QuickBooks Essentials will not accept reports that have tags on them during export; it's more limited than the full version of QuickBooks Online, sorry about that!
-
Does that mean we either have to delete all tags or not import the reports into QB? So in comparison with before (not syncing to QB), we lose on functionality in Expensify? Or can we use tags in Expensify but exclude these from the import into QB?
-
OK, thanks. I'm going to try that!
