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pkb2456
June 26, 2024
Question

Expensify

  • June 26, 2024
  • 1 reply
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Expensify is connected to QBO.  There is an Expensify clearing account and an Expensify liability account that was created in QBO.  Most transactions post to the liability account but there are a few that go directly through the bank account.  Why are some transactions going directly through the bank account bank feed?  

1 reply

Nicole_N
Nicole_N
June 26, 2024

There might be a setup or configuration issue causing transactions from Expensify to post inconsistently to your QuickBooks Online (QBO) account, @pkb2456. Let me discuss this in detail.

 

QBO doesn't have control over how transactions are imported from third-party apps. QuickBooks is dependent on the data they provide.

 

To ensure the data syncs accordingly to QBO, I recommend checking your Expensify settings and reaching out to your third-party provider. They can review the connection setup and help you get back on track.

 

Moreover, it's important to reconcile your accounts in QuickBooks Online to ensure all transactions are properly recorded and categorized. Refer to this article for the complete process: Reconcile an account in QuickBooks Online

 

QuickBooks also provides a variety of reports that you can generate to analyze your business operations. If you want more details, you can customize them to focus on specific accounts or filter for specific things.

 

I'm just a post away to help if you have additional questions about managing your Expensify transactions in QuickBooks. Leave a reply below, and I'll get back to you.

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pkb2456Author
June 26, 2024

What reports would I use to reconcile the 2 accounts?

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