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Archives For November 30, 1999

Expensify now supports Items in QBO

helpatexpensify —  September 2, 2015 — 2 Comments

Hey there, it’s Matt from the Success Coach team in Expensify. Straight off the success from our Real Time Expense Report feature launch, you can now import Items from QuickBooks Online and use these Items in place of categories for expenses on your policies. Items are an excellent way to allow for greater reporting in QBO.

To quote Deborah Defer, Senior Director of Accounting Services at BDO:

“Small businesses may have the need for additional reporting.  Utilizing multiple feature sets of QuickBooks Online with invoicing customers, classing, items, locations, and items on vendor bills provides the ability to create customized  reports.  This is huge!” 

import QBO items to categories Continue Reading…

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Announcing Seamless Corporate Card Support for QuickBooks Online

helpatexpensify —  November 9, 2014 — Leave a comment

Hey there! My name is Conor, one of the Success Coaches at Expensify. Ours is a new team, dedicated to ensuring expense reporting happiness for our customers. This week, we’re proud to bring users of our QuickBooks Online integration a great new feature: export to credit card sub-accounts!

Those familiar 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 from Expensify to QuickBooks Online, improved the stability of the integration, and added support for vendor bills and billable expenses. Overall, our customers loved this new connection and took full advantage of it.  Continue Reading…

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Coming Soon: Upgraded QuickBooks Online Integration!

Francois Laithier —  April 4, 2014 — 4 Comments

In a few weeks, Expensify will be releasing a brand new version of our QuickBooks Online integration. This complete overhaul was built to be faster, more stable, and so much easier to use.

Here’s a brief overview of the new features that will be part of this integration:

  • Vastly simplified connection setup: configure the policy once and export your reports to QBO without having to specify which accounts to export to, or export type, etc.
  • Billable flags are now passed from Expensify to QBO
  • Classes and locations now import as report fields in Expensify
  • Export preferences can be configured based on expense type (reimbursable vs. non-reimbursable)
  • Employee and vendor records automatically match to the Expensify report submitter.
  • Connect your Expensify policy to QBO in two clicks.

QBO Connection Dialogue

The QBO connection configuration dialog

 

Additional features, like tax support and export date configuration, are already planned and will be added in the future.

This new integration is currently in a closed beta test. If you would like to take part in this beta, simply email jason@expensify.com and specify that you would like to be able to test the new QuickBooks Online integration.

Thanks, we can’t wait for this to go live!

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