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Connecting to QuickBooks from Expensya

This article details the process of integrating QuickBooks with Expensya for administrators. However, note that QuickBooks is no longer available in France. The step-by-step guidance walks through the process of initiating the integration within Expensya and authenticating your QuickBooks account.

Updated

Configuring the Expensya-QuickBooks Integration

This tutorial provides administrative users with step-by-step instructions for setting up an integration between QuickBooks and Expensya. However, please note that QuickBooks is currently not available in France. Key topics covered include how to link Expensya and QuickBooks categories, how to select the right accounts for reimbursable expenses, and the procedure for connecting QuickBooks projects to Expensya.

Updated by Rim Ferchichi

Sending your Expenses from Expensya to QuickBooks?

This instructional article provides a detailed guide for transferring expenses from the Expensya platform to QuickBooks, an accounting software application. Please note that QuickBooks is currently not available in France. Key areas covered include how to add and assign expenses, how to create and archive a 'Note', and how to export archived 'Notes' to QuickBooks.

Updated by Eya Satouri

Associate a Bank Account with Non-reimbursable Expenses

This informative article helps admin users how to export reports from Expensya directly into QuickBooks. It demonstrates the process of selecting the desired bank account (if configured in QuickBooks) to transfer non-reimbursable expenses (expenses paid with a professional card). The step-by-step guideline involves going to the Admin tab, and within the Integrations section, selecting QuickBooks. The article presents how to connect the lines in the 'Bank' interface on QuickBooks.

Updated

How to see the data exported on Quickbooks?

This enlightening article outlines how Expensya facilitates the process of sending your reports and expenses over to QuickBooks. It details two specific locations in QuickBooks where you can find these exported files: you can locate them under the 'Expenses' selection, and they also appear within the list of recent transactions in QuickBooks.

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Activating Payment Exports

This guide helps company administrators use Expensya to easily export expense reports in payroll format. It details the process of activating, customizing, and deactivating this feature, all from the 'Integrations' submenu.

Updated

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