Once the QuickBooks integration has been connected and the mapping has been set up, it's recommended you complete a controlled test by posting 2-5 expenses from the Approved section of the Finance area.
To test a posting to QuickBooks, follow the steps below:
1. Go to the Finance area.
2. In the Approved section, click the relevant subheading for the type of expenses you want to post to QuickBooks - e.g. Reimbursable.
3. Select the expenses you'd like to post by ticking the individual checkboxes, or tick the Select All checkbox.
Note: You can click Filter and use the filter options available to locate the required expense(s).
4. Click the Export button and select either Export All or Export Selected from the drop-down depending on your selection.
5. Click the QuickBooks option in the Export Expenses window.
Note:
If an expense being posted to QuickBooks is billable, you'll need to mark it as 'Billed' separately before posting from the Reconcilable or Reimbursable sections.
All expenses will be moved to the Completed section in the Finance area once the posting has been started. If any expenses are not moved, check the Billable section and complete these manually.
6. Click Export in the Export Expenses window to confirm the posting.
7. Click the red Posting History link in the posting confirmation window to view the status of the posting.
8. In the Posting History screen, click Refresh to get the most up-to-date posting status.
Note: The posting status will change from Pending to Complete.
9. You can then check the expense in QuickBooks using the EI number.
If you have any further questions or have any issues posting expenses to QuickBooks, check out our 'Why has my QuickBooks expense posting failed?' Help Article or contact our Support team for help.