Customize Your Expensify-QuickBooks Integration

Puneet Lath —  February 26, 2013 — 6 Comments

One of the things we pride ourselves on at Expensify is flexibility. Our users have a very diverse set of needs and our goal is to find a simple solution that meets all of them. While the QuickBooks integration that we have built is great for most users, we realize that some people like an extra level of customization. This is why we are taking the time to let you know about this custom QuickBooks integration option.

QuickBooks

Why use the Custom Method

The custom QuickBooks integration involves using the third party software Transaction Pro Importer made by Baystate Consulting. This software is available for a one-time cost of $199.95. This method creates a true 2-way connection in which accounts that exist in Expensify can be created in QuickBooks. It will allow full customization of the way information captured in Expensify will appear in QuickBooks and is available for both QuickBooks Online and QuickBooks Desktop.

Some common reasons for wanting to use the custom QuickBooks method:

  • You want to export as something other than a check, bill, credit card charge, or general journal entry.
  • You need to map the merchant name of expenses in Expensify to vendors in QuickBooks.
  • You need to capture class and customer/job at the expense line-item level. This will also require enabling multi-level tagging.
  • You want to export as items instead of expenses.
  • Any other customization that Expensify’s traditional export method doesn’t handle.

How it Works

You will first create a CSV export format based on the information that you would like to import into QuickBooks. Transaction Pro Importer will let you know the needed information for your given import type (check, bill, etc.). You will then export expense reports to that export format.

Export to Baystate

You will then import that CSV file to QuickBooks using Transaction Pro Importer.

Transaction pro import screen

That’s it! You have now fully customized your QuickBooks integration. For full instructions please visit our custom QuickBooks help page. As always, if you have questions, please don’t hesitate to email us at help@expensify.com.

6 responses to Customize Your Expensify-QuickBooks Integration

  1. 
    noel johnston (IT consultant) March 8, 2013 at 5:18 pm

    hmm … physics (distance light has to travel in the fiber) has a part to play. Although LAX and LAS are close to equidistant from Santa Clara as the crow flies, I suspect your fiber vendors are routing where it makes sense … so double the distance … round trip … would explain the factor of 4.

    that might be as good as it gets … have you tried any WAN acceleration technologies … e.g. Cisco WAAS?

    good luck

  2. 

    Alas, the speed of light just ain’t all it’s cracked up to be. But you’re right, there’s a limit to what’s possible. Luckily that limit is more than adequate — so long as it stays there reliably. We’ve already changed our routing to improve latency substantially; getting a conditioned line would be more about maintaining the current latency with perfect reliability as opposed to improving it further (though it’ll do that to a degree too).

  3. 

    This article cleared most of the doubts in Quickbook.Keep posting.

  4. 

    Just wanted to say how much I love the integration feature. It made monthly reconciliation so much easier and reduced the number of errors greatly. So far I haven’t had any issues with the integration.

  5. 

    Thanks so much Anya – we love the feedback!

Trackbacks and Pingbacks:

  1. Power Up Your Accounting Capabilities with QuickBooks-Expensify Integration « Expensify Blog - August 8, 2014

    […] as a check and non-reimbursable expenses as a credit card bill. You can take it a step further by customizing the integration if you have needs outside our traditional export […]

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s