The Web Connector Cannot Be Reached

These errors indicate a connection issue between Expensify and QuickBooks.

How to Resolve

1. Ensure both the Web Connector and QuickBooks Desktop are running.
2. Verify that the Web Connector is installed in the same location as QuickBooks:
   • If QuickBooks is on your local desktop, the Web Connector should be too.
   • If QuickBooks is on a remote server, install the Web Connector there as well.

If the error persists:

1. Close the Web Connector completely using Task Manager if needed.
2. Right-click the Web Connector icon and select Run as administrator.
3. Sync your Workspace again.

Final troubleshooting steps:

1. Restart QuickBooks Desktop.
2. In Expensify, go to Settings > Workspaces.
3. Select the connected Workspace.
4. Click the Connections tab and select QuickBooks Desktop.
5. Click Sync Now.
6. If the issue persists, reinstall the Web Connector.

Connection or Authentication Issues

These errors indicate a credentials issue.

How to Resolve

1. Ensure QuickBooks Desktop is open with the correct company file.
2. Confirm that the QuickBooks Web Connector is online.
3. Close any open dialogue boxes in QuickBooks that may interfere with syncing.
4. Check that you have the correct permissions:
   • Log in to QuickBooks Desktop as an Admin in single-user mode.
   • Go to Edit > Preferences > Integrated Applications > Company Preferences.

   

5. Select the Web Connector and click Properties.

   

6. Check Allow this application to login automatically and click OK.

If the issue persists, contact Concierge with:

• QuickBooks Desktop version (e.g., Enterprise 2016, Pro 2014)
• Installation details (local or remote)
• Web Connector installation location
• Remote environment provider (if applicable)

Import Issues or Missing Categories/Tags

If data is not importing, the integration may need updating.

How to Resolve

1. Re-sync Expensify and QuickBooks Desktop.
2. Check your QuickBooks Desktop configuration:
   • The Chart of Accounts imports as categories.
   • Projects, customers, and jobs import as tags.

If the issue persists, contact Concierge with missing data details and screenshots.

Export or “Can’t Find Category/Class/Location/Account” Issues

Errors during export are noted in the Report Comments section.

How to Resolve

1. Re-sync Expensify and QuickBooks Desktop.
2. Re-apply coding to expenses and re-export the report.
3. Verify that your QuickBooks Desktop version supports the selected export option.

If the issue persists, contact Concierge with the Report ID and a screenshot of the error message.

“Oops!” Error When Syncing or Exporting

This error may be temporary or a false flag.

How to Resolve

1. Check if the sync or export was successful.
2. If not, attempt to sync or export again.

If the problem persists, download the QuickBooks Desktop log file from the Web Connector and contact Concierge.

If you use a remote server (e.g., RightNetworks), you may need to contact their support team for logs.

Reports Not Exporting to QuickBooks Desktop

This usually occurs when the QuickBooks Web Connector or Company File is not open during export.

How to Resolve

1. Ensure both the Web Connector and QuickBooks Desktop Company File are open.

2. In the Web Connector, check that the Last Status is “Ok”.

   

3. Check Report Comments in Expensify to confirm successful export.

   

If the issue persists, contact Concierge with your Expensify Report ID and a screenshot of your QuickBooks Web Connector.