Better, Faster, Stronger! Announcing Our Updated QuickBooks Online Integration

Jason Mills —  May 14, 2014 — 6 Comments

Screen Shot 2014-05-12 at 8.24.33 AM

Greetings, and Happy Wednesday! We’re excited to announce that our long-awaited (and oft requested) update to our QuickBooks Online integration has officially arrived. We’ve written about this topic before, but in case you missed it, there are plenty of reasons to make the switch once your books are closed for April 2014. The most important reasons include: 

  • Discontinued API. Our old integration, and the one you’re using, is on a deprecated QuickBooks API that will discontinue service in the coming weeks.
  • Vendor matching for company card transactions. We’ll match the merchant name on the Expensify transaction to any corresponding Vendors in QuickBooks Online. If none exist, we’ll assign a “Credit Card Misc.” vendor for later mapping, should you desire.
  • Saved export preferences. Our most requested feature, it’s now possible to set your export preference for reimbursable and non-reimbursable transactions.
  • Billable flags export successfully. Now you’re only an export button away from conveniently creating customer invoices in QuickBooks Online.

Exciting indeed! Now that you’re ready to switch, an extra word of caution: Please follow these three simple steps AFTER you’ve successfully processed all reports belonging to the previous accounting period. This will ensure a seamless transition between the old and new connections.

  1. Navigate to the Admin tab and then click on your policy name. Special note: You’ll need to do this for each company policy that connects to QuickBooks Online.
    Screen Shot 2014-05-12 at 9.00.10 AM
  2. In the Connections tab, click the “Disconnect” button to remove your old connection.
    Screen Shot 2014-05-12 at 9.06.46 AM
  3. Once disconnected, you’ll see the option to connect to our new QuickBooks Online integration. If you’d like a step-by-step guide we highly recommend our help page on establishing a successful connection, or as always, don’t hesitate to write help@expensify.com.

And you’re done! If you’d like to see further enhancements to our QuickBooks Online integration, or if you use QuickBooks Online internationally and would like to see tax support added, please write jason@expensify.com. We’d love to hear from you, thanks!

6 responses to Better, Faster, Stronger! Announcing Our Updated QuickBooks Online Integration

  1. 

    I use QuickBooks Desktop version. I’m interested in getting this software for the mobile app receipt entry integration. I would love to be able to take a picture of the receipt and add the expense category AND the Class at that time. Will the Desktop version have this capability?

  2. 

    Would love to see the ability to upload information into QuickBooks desktop on a specified date to match my reporting (e.g. I receive an expense report the first week in May which has March and April expenses – I want them all to post as of April 30, not the date I’m uploading or the receipt date, since I’ve already closed my March books)

  3. 
    Natalie O'Connor December 16, 2016 at 2:56 pm

    Hi,
    We are constantly making updates to all of our integrations. Check out what is new with Quickbooks Desktop.

  4. 
    Natalie O'Connor December 16, 2016 at 3:00 pm

    Hey Dave,
    We have made huge improvements to Quickbooks Desktop. Check it out: Expensify + QBD Integrations.

Trackbacks and Pingbacks:

  1. The best expense report « Expensify Blog - May 15, 2014

    […] needs to be seamless and easy to use. This required a lot more experimentation, with Quickbooks (new version for QBO is out!), Xero, our brand new NetSuite connection, Dynamics, Salesforces, FinancialForce, or […]

  2. Announcing Seamless Corporate Card Support for QuickBooks Online « Expensify Blog - November 10, 2014

    […] with QuickBooks Online and Expensify will be aware that early this year we switched over to Intuit’s new API. With the new integration, we significantly reduced the amount of time customers spent exporting […]

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