What are the effective steps for QuickBooks Expensify Integration?

Expensify is a robust expense tracker application that provides features like receipt and mileage tracking, expense reporting, and company card reconciliation. It seamlessly integrates with both QuickBooks Online and QuickBooks Desktop. Therefore, this integration process is highly recommended for bookkeepers and chartered accountants. This software application offers smart scan technology that automatically codes any receipt to be scanned and logs the expenses for you. In addition, it offers technology integration, reliable optical character recognition (OCR), and a workflow system that help users in creating and manage their schedule.

QuickBooks Expensify Integration provides a wide range of benefits to its users and can be done in various ways. The most common way is by downloading the Expensify application. The settings of the expense-managing tool can also assist users in syncing their accounts. By using either Google or Apple ID, you can effortlessly connect QuickBooks to Expensify.

QuickBooks Expensify Integration refers to the synchronization of your accounts on both apps. The users can get numerous features on this integrated platform that can be of great help in running business organizations. Besides enhancing work efficiency, it reduces manual labor.

1. To begin with, you are supposed to have access to both Expensify and QuickBooks platforms for starting their integration.

2. Now, you can visit the official website of Expensify, and then you can sign in or sign up for the expense management tool.

3. As per your choice, you can choose either Control or Collect Plan and then you can sync your QB and Expensify accounts.

4. Next, on your browser, you should open the link — www.expensify.com

5. Thereafter, you should sign in to your account by using Google, or Apple, or you may create an account on Expensify

6. Based on your budget, you can choose either “Control” or “Collect”

7. Now, you should view the “Group Section” option

8. Next, you should tap on the name of your business organization

9. You should also go through the extra setting visible and then click on the option of “Connections”

10. In the next step, you should opt for the “QuickBooks” application

11. Subsequently, a link will available for “Connect to QuickBooks”.

12. You should click on it

13. Thereafter, the link will take you to the “QuickBooks Login Page”.

14. On this page, you are supposed to mention your username and your password

15. Thereafter, you should start connecting your “QB” and “Expensify” accounts.

16. Subsequently, some prompts will be getting displayed. By following them, the QuickBooks Expensify Integration will start.

17. Next, you are supposed to push the “Save” button

18. Now, you should run “QuickBooks” by Intuit

19. Thereafter, you should access your company’s account on the software

20. Now, you should head to the “Overview” section

21. Finally, you should whether your accounts on “Expensify” and “QuickBooks” are integrated or not.

Integration of Expensify and QuickBooks Desktop

The integration of Expensify and QuickBooks Desktop can be accomplished by using Expensify Sync Manager.

Expensify Sync Manager provides Connection options to its users. You can open the platform settings to find the options. Thereafter, from Connections, you can download the Sync Manager. You will be requiring a User Token to accomplish this process.

1. First of all, you should launch the “QuickBooks Desktop” app or software

2. Now, you should pick any one company file in “QuickBooks Desktop”

3. Next, you have to run the picked file

4. You should now opt for “Mail Email”

5. Next, you can map your emails

6. While mapping the emails, you should set up your submitters as “Vendors”

7. Now, you should open the “Expensify” platform and then find “Settings”

8. Next, you should head to the “Connections” option

9. Thereafter, you are supposed to choose “QuickBooks Desktop”

10. In the next step, the “Expensify Sync Manager” will be downloaded

11. Now, you should launch the manager along with “QuickBooks Desktop” on one server

12. The “Expensify Sync Manager” needs to be connected to your account on “QuickBooks Desktop”

13. Now, you should choose the “User Token” option and then paste it into “QuickBooks Desktop”

14. Whenever the manager status displays “Connected”, you have to hit “Continue”

15. Thereafter, you should prefer choosing “Yes, Always; Allow Access Even if QuickBooks is Not running”.

16. You are supposed to mention the admin

17. Finally, the sync manager will request you to set up the platform for integration.

18. To conclude, it sums up the integration of Expensify and QuickBooks Desktop.

Conclusion

In this blog, we have specifically detailed all important aspects of QuickBooks Expensify Integration. It’s a useful business tool and has helped many businesses worldwide. In case, if you encounter any issue then you can contact our technical support team.