QuickBooks Online FAQ

Why Is My Report Not Automatically Exporting to QuickBooks Online?

An error is preventing the report from exporting automatically.

You can find the error in several places:

• The preferred exporter (set in Workspace accounting settings) receives an email with error details.
• The error appears in the report’s comment section.
• Automatic export is paused until the issue is resolved.

How to Resolve Automatic Export Errors

1. Open the report in Expensify.
2. Review the error message in the comments.
3. Make the required corrections.
4. Once resolved, a Workspace Admin can manually export the report.

Automatic exports will resume after errors are cleared.

Why Am I Unable to Manually Export a Report to QuickBooks Online?

Only reports in one of the following statuses can be exported:

• Approved
• Done
• Paid

If the report is in Draft status, the export button may load an empty screen.

How to Resolve Manual Export Issues

1. Submit the report if it is in Draft status.
2. Have an approver approve the report if it is Outstanding.
3. Once the report is Approved, Done, or Paid, a Workspace Admin can manually export it.

Why Are Company Card Expenses Exporting to the Wrong Account?

This usually means the company card export account is not configured correctly.

How to Confirm the Company Card Export Account

On Web

1. Go to the Workspaces navigation tab on the left.
2. Select your Workspace.
3. Click Company Cards.
4. Click Edit export for the affected card.
5. Confirm the correct QuickBooks Online account is selected.
6. Click Save.

On Mobile

1. Tap the Workspaces navigation tab on the bottom.
2. Select your Workspace.
3. Tap Company Cards.
4. Tap the affected card.
5. Tap Edit export.
6. Confirm the correct account is selected.
7. Tap Save.

After updating the mapping, future exports will use the correct account.

How Do I Disconnect the QuickBooks Online Connection?

On Web

1. Go to the Workspaces navigation tab on the left.
2. Select your Workspace.
3. Click Accounting.
4. Click the three-dot icon next to the QuickBooks Online connection.
5. Select Disconnect.
6. Confirm to disconnect.

On Mobile

1. Tap the Workspaces navigation tab on the bottom.
2. Select your Workspace.
3. Tap Accounting.
4. Tap the three-dot icon next to the QuickBooks Online connection.
5. Tap Disconnect.
6. Confirm to disconnect.

Note: Disconnecting clears all imported options from Expensify.

Can I Export Negative Expenses to QuickBooks Online?

Yes. QuickBooks Online accepts negative expenses across all export types.