Our QuickBooks Online, Xero, Intacct, and NetSuite integrations include the ability to export your company card transactions from Expensify directly to the specific company cards in QuickBooks Online, Xero, Intacct, or NetSuite. Here, we’ll go over how you can connect the company cards to accounts and perform an export.

Important Notes

Before you get started, you'll need to:

  • have set up company cards in QuickBooks Online, Xero, Intacct, or NetSuite
  • have connected QuickBooks OnlineXeroIntacct, or NetSuite to Expensify and have configured non-reimbursable expenses to export to credit card (for QuickBooks Online) or to export to to Journal Entries or both Expense Reports and Journal Entries (for NetSuite) 
  • have a corporate policy
  • have enabled Domain Control and have imported a company card feed
  • be a Domain Admin to link the cards, and to export these expenses to QuickBooks Online, Xero, or NetSuite

Linking your company cards in Expensify to credit card accounts in QuickBooks Online or NetSuite

  1. First, sync your QuickBooks Online, Xero, or NetSuite connection
  2. Go to Domain Control and into the Company Cards section
  3. Find the card that you want to associate with the credit card account in QuickBooks Online, Xero, or NetSuite
  4. Using the cog on the right-hand side of the page, select the corresponding credit card account. 
  5. Done!

Exporting company card charges from Expensify to credit card accounts in QuickBooks Online, Xero, or NetSuite

Once you’ve linked the cards in Expensify with the credit card account, exporting is as easy as ever. Just select the reports that you want to export, then click ‘Export to’ and ‘QuickBooks Online’, 'Xero', or 'NetSuite'.

Just a reminder: To export non-reimbursable expenses to specific credit card accounts, you’ll need to be a Domain Admin in Expensify. Exporting to QuickBooks Online as a non-Domain Admin will result in the expenses being assigned to the default credit card account, as defined in the expense policy. Exporting to NetSuite as a non-Domain Admin will result in the expenses being assigned to the default account, as defined in the expense policy. Exporting to Xero as a non-Domain Admin will result in the expenses being assigned to the default account, as defined in the expense policy.

Still need help?

Our friendly success team is here to help! Send us an email to help@expensify.com and we'll get back to you within 24 hours.