![]() If you would like to take part in this beta, simply email specify that you would like to be able to test the new QuickBooks Online integration. This new integration is currently in a closed beta test. ![]() Connect your Expensify policy to QBO in two clicks.Īdditional features, like tax support and export date configuration, are already planned and will be added in the future.Employee and vendor records automatically match to the Expensify report submitter.Export preferences can be configured based on expense type (reimbursable vs.Classes and locations now import as report fields in Expensify.Billable flags are now passed from Expensify to QBO.Important disclaimers, disclosures and notes The Accountant Toolbox feature is available to Accountants who have QuickBooks Accountant Desktop Plus or are active ProAdvisors. 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. Gather beginning balances, period transactions and adjustments, and ending balances for any time frame with Working Trial Balance.Here’s a brief overview of the new features that will be part of this integration: This complete overhaul was built to be faster, more stable, and so much easier to use. In a few weeks, Expensify will be releasing a brand new version of our QuickBooks Online integration.
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