How-to use Expensify videos released
We’ve been working away at simplifying the expense reporting process for everyone involved. In that time we’ve added several mobile expense apps, launched out of Beta and in to our 1.0 offering a refined feature set such as greater policy support and a more intuitive QuickBooks export process. Now, we’ve added videos to literally show everyone how much we’ve simplified the process of expense reporting. Watch how quick it is to create an expense report with Expensify. But we don’t just stop there! This set of videos will take you through the entire expense reporting process: importing expense data from your credit card, creating your first expense report and submitting it for approval, approving a submitted report and then sharing it with a bookkeeper, and, how to export the report to QuickBooks.
Import your credit card
Importing your credit card has several advantages. First and foremost: it saves you time, lots of time. As a majority of your expenseable purchases are already on your card, linking your card and importing your purchase history makes creating an expense report a breeze. Our card import process is secure and trusted so you can feel confident importing your expense information. We currently import 94% of all US credit cards, so chances are we’ve got you covered. If you’d like to get more detailed, written information on creating and submitting expense reports, visit the employee’s getting started page.
Create an expense report
Once your credit card expenses have been imported, it’s time to create an expense report. Learn how to create a new report, add individual expenses right from your credit card, check that all eReceipts are attached and then submit it to the person who approves your expenses. After you send your report for approval, we’ll send you an email letting you know as soon as it approved and awaiting reimbursement.
Approve and share an expense report
Has an employee or contractor submitted an expense report to you using Expensify? Wondering how to check over the expense and get a copy to your bookkeeper? Watch this video to find out how to check all of the expenses, approve the expense report and then either reimburse it share it with a bookkeeper so that it can be exported to QuickBooks and reimbursed. For more detailed information on getting started as the person who approves reports, visit the manager’s getting started page.
Export an expense report in to QuickBooks
This video deals with expense reports from the perspective of the bookkeeper. Learn how to access a report that was shared with you, and then export it to QuickBooks. This video shows the process to connect QuickBooks Online to Expensify, including going through the QuickBooks connection interview. After your QuickBooks company has been connected, the video continues with an overview of the QuickBooks export options available. Visit the bookkeepers information page to learn more about the options available to simplify processing and tracking expenses.
All of the videos can also be viewed on our Video How-tos Help page.
Happy Expensifying!
