ScottSpringer

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ScottSpringer
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    April 12
  • How can I either set a default expense report so that all new expenses get assigned there by default OR set it up so that expenses are not assigned to an expense report by default?

    Here's why I ask...

    I have a sole prop client who is tracking mileage and expenses. I set up the connection to QuickBooks Online (QBO) because we want to export the cash and credit card transactions to QBO. However he's not reimbursing himself for mileage; so there's no accounting entry to make. We just need the mileage log in Expensify for tax purposes later.

    To ensure the mileage expenses don't come over, I created an expense report named "2019 Mileage (do NOT submit this report)". That's where all the mileage expenses go. If it's never submitted, we still have the log, and no entry gets created for them in QBO. Good so far.

    The issue is that all new expenses are getting automatically added to this "Mileage" report. How can I set the default to go to a different report (preferred) or to no report at all?

    Thank you.

    April 12