To use the QuickBooks Online connection, you must have a QuickBooks Online account and an Expensify Collect plan. The QuickBooks Self-Employed subscription is not supported.

Supported QuickBooks Online Features

Expensify’s QuickBooks Online integration includes different features depending on your subscription level. While some options may appear in the app, you’ll see an error if your plan doesn’t support them.

Step 1: Set up employees in QuickBooks Online

Before connecting, make sure employees are set up correctly in QuickBooks Online using the same email address they use in Expensify.

To do this:

1. Log into QuickBooks Online.
2. Go to Payroll > Employees.
3. Add or edit employees as needed (method may vary by country).

Step 2: Connect Expensify to QuickBooks Online

To connect your workspace:

1. From the left-hand menu, go to Workspaces
2. Select your Workspace
3. Click More features
4. Scroll to Integrate and enable the Accounting toggle
5. Click Accounting in the left-hand menu
6. Click Set up next to QuickBooks Online
7. Log in with your Intuit credentials when prompted

This will enable the connection between QuickBooks Online and import your settings into Expensify.

FAQ

Why do I see a red dot next to the QuickBooks Online connection?

A red dot means there’s a connection error. You’ll see this:

• Next to Accounting in the left-hand menu
• On the QuickBooks Online connection card

This usually happens if the login details were entered incorrectly.

To fix it:

1. Click the three-dot icon next to the QuickBooks Online connection
2. Select Enter credentials
3. Enter your Intuit login again to reconnect