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Help Setting up Expensify
I would like to use Expensify to collect receipts for my business and import them into quickbooks online.
My ultimate goal is to
make a purchase and take a photo of the receipt
select the correct category (synced with quickbooks categories)
have expensify automatically export my reciepts into quickbooks (would be nice to sync immediately but daily batches would work as well)
go into quickbooks and match my receipts to my credit card, bank etc...
It seems I am 90% of the way there but am running into some issues
I take a photo of the invoices and then it batches them until I approve the report (and have to email it to my self in the process)
I then have to manually export to quickbooks (however I think that if I left it it would automatically sync my closed reports, just haven't tried it yet)
When the import into quickbooks the vendor is always listed as credit card misc. instead of the correct vendor (in the expensify report it has the correct vendor listed, but then moves that vendor into the comments section in quick books...) This makes it time consuming as every single reciept has the same vendor (credit card misc)
Is there a couple easy settings I am missing or does expensify have these limitations? Is there a better app to be using if I essentially just want an automatic reciept scanner?