Integrate Expensify with QuickBooks
How to Integrate Expensify with QuickBooks?
Integration of Expensify with QuickBooks can be a great help for users in terms of saving time as well as money in manual work. It also helps in increasing accuracy and reduces fraud risk. Get a complete explanation about this integration via this blog post.
Expensify is the only partner of AICPA that tracks receipts and manages the expenses. Recording of expenses couldn’t get simpler and more efficient. One of the unique features of Expensify is one-click receipt tracking where an expense can be recorded by merely taking a snap and all the data of the bill such as customer name, amount, date, etc are automatically entered by the Expensify software.
Also, all the credit transactions are automatically mapped with their receipts. There is a facility for multi-layer approval.
Through Expensify every single step of receipts right from expense management to tracking of the receipts through reimbursement can be automated. But, the biggest advantage of the Expensify app is that it can be easily synced with QuickBooks. Certain steps need to be followed to sync the QuickBooks and Expensify.
Supported Triggers and Actions
Triggers
New Report Triggered when a new report is created. |
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New Account Triggered when you add a new account. |
New Bill Triggers when a new bill is added. |
New Customer Triggered when you add a new customer. |
New Estimate Triggered when you add a new estimate. |
New Expense Triggers when a new expense is added. |
New Invoice Triggered when you add a new invoice. |
New Invoice Triggered when you add a new invoice (with line item support). |
New Sales Receipt Triggered when a new sales receipt is added (with line item support). |
New Payment Triggered when a payment is received (with line item support). |
New Purchase Order Triggers when a new purchase order is added. |
New Sales Receipt Triggered when a new sales receipt is added. |
Updated Customer Triggered when an existing customer is updated. |
New Vendor Triggered when a new vendor is added. |
Actions
Export Report to PDF Given a Report ID (from a trigger), export that report to a PDF document. |
Find Report Retrieves a specific expense report, using the report's number. |
Create Expense Report Create an expense report |
Create Single Expense Creates a single expense item. |
Create Bill (Item Based) Create a new bill, optionally tied to a customer. |
Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support). |
Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support). |
Create Credit Memo Creates a new credit memo. |
Create Customer Adds a new customer. |
Create Estimate Create a new estimate (with line item support). |
Create Time Activity Creates a new single-time activity. |
Create Product/Service Creates a new product or service. |
Create Journal Entry Creates a new journal entry. |
Create Invoice Adds a new invoice (with line item support). |
Create Sales Receipt Adds a new sales receipt (with line item support). |
Create Payment Creates a new payment, optionally linked to an invoice. |
Create Purchase Order Creates a new purchase order. |
Create Refund Receipt Creates a new refund receipt. |
Send Invoice Send an existing invoice. |
Send Sales Receipt Send an existing sales receipt. |
Find or Create a Vendor Finds or creates a specific vendor. |
Update Customer Updates an existing customer. |
Update Invoice Updates an existing invoice (with line item support). |
Create Vendor Adds a new vendor. |
Find Account Find an account by name. |
Find Customer Find a customer by name or email address. |
Find Invoice Find an invoice by number. |
Find Product(s) Find a product by name (with line item support) |
Find Vendor Find a vendor by name. |
Create Expense Report Create an expense report |
Find or Create a Vendor Finds or creates a specific vendor. |
The Way of Integrating Expensify with QuickBooks
Set Up an App
Launch the App by clicking on Expensify
Enter The Policy Name
=> Step 1 – Basics.
=> Step 2 – QuickBooks/ FreshBooks select connected to QuickBooks Online.
=> Step 3 – Categories Select the categories that you want to expose your company employees to.
Select The Transactions
Check The Transactions Synced
Thus, Expensify can be integrated with QuickBooks in the aforesaid manner. If you are facing any problem then you may get in touch with our QuickBooks Technical Support team. We have a pool of trained professionals who can help you resolve your query efficiently.
Frequently Asked Questions
Does Expensify easily integrate with QuickBooks?
How does Expensify work with QuickBooks?
What are the features of Expensify?
- Imports credit card data
- Integrated reimbursement management
- Innovative receipt scanning
- Workflows and customization
- Innovative receipt scanning
- Expense reconciliation