How do I export the reports to QuickBooks Desktop?

Once a report is approved, you can export it to your QuickBooks account. The integration must be set up before trying to exports the reports. To export:

  1. Navigate to Reports.
  2. Click the report you want to export and click the Export to QuickBooks button on top of the report. Now, the report will be added to the export queue.
  3. If your report contains both reimbursable and non-reimbursable expenses, each will be exported separately as configured.
  4. If you have made changes in the exported expenses and you want those changes to be updated in QuickBooks, you can click the Export to QuickBooks button again and it will be updated.

To export the reports to your QuickBooks account immediately, you can click the Sync Now option on the installed connector or the reports will be exported during the daily sync.

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