Expensify and QuickBooks integration
If you’re a small business owner or accountant tired of hopping between platforms to get the financial insights you need, this integration is for you. Connect QuickBooks with Expensify to get greater visibility into your accounts and automate time-intensive tasks. Learn more about this game-changing integration below.
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The pain of disconnected expense management
Let’s face it: managing financial data between separate accounting and expense tools is painful. It can easily lead to inconsistencies, manual mistakes, and a higher chance for error. It’s also incredibly time-consuming, wasting valuable resources that could be spent on more strategic business tasks.
Thankfully, there’s a better way: enter the Expensify and QuickBooks integration.
What is QuickBooks?
QuickBooks is a popular accounting software that helps businesses keep track of their finances, from income and expenses to taxes and invoicing.
How does Expensify integrate with QuickBooks?
The integration connects Expensify’s automated expense coding, reporting, and exporting functionality directly with QuickBooks accounting software. This means small business owners do less admin, employees make less mistakes, and accountants spend less time getting the data they need – all while management gets more transparency in cash flow and expenditures. Plus, data syncs automatically between the two platforms in realtime, achieving maximum efficiency gains with minimum interference.
Features of the Expensify and QuickBooks integration
What do you get when you combine two of the most powerful financial platforms for business? A whole lot of bang for your buck! Less double-handling means more time for doing real work.
Some of the features you can take advantage of when integrating Expensify and QuickBooks are:
Bidirectional sync
Say goodbye to manual entry and hello to a realtime, two-way sync between QuickBooks and Expensify that ensures your data stays updated as you go.
Full mobile access
You don’t need a computer to configure this integration. Just download the Expensify mobile app, connect QuickBooks in a few taps, and enjoy full control at your fingertips.
Easy expense coding
Automatically import your QuickBooks chart of accounts, classes, locations, customers/projects, taxes, and items into Expensify for easy coding and categorization.
Custom export options
Configure your out-of-pocket expenses to export to QuickBooks as checks, vendor bills, or journal entries – and company cards to export as debit cards, credit cards, or vendor bills.
Vendor matching
Expensify auto-matches expense merchants to your QuickBooks vendors on export, allowing you to track spend per vendor and negotiate favorable terms.
Corporate card reconciliation
Expensify automatically syncs card transactions to receipts, making managing finances and monitoring overall spending easier.
Highly rated. Easy to use.
Easy to use and full of great features!
Even G2 uses Expensify! Expensify makes it easy so you have more time to focus on what really matters.
Outstanding!
Small improvements to the workflow keep Expensify intuitive. Offers enhancements like automated reimbursements and GPS mileage capture.
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More about the Expensify and QuickBooks integration
Whether you're a QuickBooks ProAdvisor or a newbie to cloud-based accounting software, we can help answer any questions about our partnership.
How do I link QuickBooks to Expensify?
Linking Expensify and QuickBooks is easy! Follow our step-by-step guide and let Concierge know if you have any questions along the way.
Is Expensify free?
Expensify is free for personal use. However, if you want to use the Expensify and QuickBooks integration or other integrations, then there’s a small fee. Find out more about our pricing and plans today and choose the one that best suits your business expense needs.
Our employees just SmartScan a receipt as soon as they receive it, and regardless of what currency it's in, we process the expense and issue reimbursement automatically.
Learn how IDEO.org use Expensify's QuickBooks integration to make their clients’ expense reporting process easier than ever.
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