Overview

Along with the direct integrations Expensify supports, there’s also an option to integrate with other accounting solutions via a flat-file import.

When you set up one of these accounting packages in Expensify, we will automatically create and add a relevant export template. The template will allow you to quickly and easily transfer expense and report data to your accounting package.

How to Set Up an Indirect Accounting Integration

Home Page

After selecting your Group Plan type for your first workspace, you’ll be taken through a few workspace setup tasks on the home page. When you reach the Accounting Software task, select your accounting solution from the available options.

You’ll receive a confirmation message, and the respective export template will be added to the account. From then on, it will show in the Export to option on the Reports page and at the top of each report.

Workspace Settings

Head to Settings > Workspaces > Group > Your desired workspace > Connections and select an accounting package from the options listed here. You’ll receive a confirmation message, and the respective export template will be added to the account. From then on, it will show in the Export to option on the Reports page and at the top of each report.

How to Export a Report for My Accounting Package

You can export reports to these templates in two ways:

To export a report, click Export To in the top-left of a report and select your accounting package from the dropdown menu.

To export multiple reports, tick the checkbox next to the reports on the Reports page, then click Export To and select your accounting package from the dropdown menu.