From 60edcebf76f013b750d66418a1de2e9aa64012d0 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Tue, 15 Oct 2024 11:27:43 +1300 Subject: [PATCH 1/5] Update Configure-Quickbooks-Desktop.md --- .../quickbooks-desktop/Configure-Quickbooks-Desktop.md | 9 +++++++++ 1 file changed, 9 insertions(+) diff --git a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md index 917c3c007b28..61f3c6c97713 100644 --- a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md +++ b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md @@ -7,6 +7,9 @@ Our new QuickBooks Desktop integration allows you to automate the import and exp # Step 1: Configure export settings The following steps will determine how data will be exported from Expensify to QuickBooks Desktop. +![Expensify export settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-export-settings.png +){:width="100%"} + 1. In Expensify, hover over **Settings** and click **Workspaces**. 2. Select the Workspace you want to connect to QuickBooks Desktop. 3. Click the **Connections** tab. @@ -28,6 +31,9 @@ The following steps will determine how data will be exported from Expensify to Q The following steps help you determine how data will be imported from QuickBooks Online to Expensify: +![Expensify coding settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-coding-settings.png +){:width="100%"} + 1. Click Import under the QuickBooks Online connection. 2. Review each of the following import settings: - **Chart of Accounts**: The Chart of Accounts is automatically imported from QuickBooks Desktop as categories. This cannot be amended. @@ -39,6 +45,9 @@ The following steps help you determine how data will be imported from QuickBooks The following steps help you determine the advanced settings for your connection, like auto-sync and employee invitation settings. +![Expensify advanced settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-advanced-settings.png +){:width="100%"} + 1. Click **Advanced** under the QuickBooks Desktop connection. 2. **Enable or disable Auto-Sync**: If enabled, QuickBooks Desktop automatically communicates changes with Expensify to ensure that the data shared between the two systems is up to date. New report approvals/reimbursements will be synced during the next auto-sync period. From 2977c951c4a56a52413cc8d17fc641c8f65ec0c3 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Tue, 15 Oct 2024 11:39:52 +1300 Subject: [PATCH 2/5] Update Quickbooks-Desktop-Troubleshooting.md --- .../Quickbooks-Desktop-Troubleshooting.md | 13 ++++++++++++- 1 file changed, 12 insertions(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/connections/quickbooks-desktop/Quickbooks-Desktop-Troubleshooting.md b/docs/articles/expensify-classic/connections/quickbooks-desktop/Quickbooks-Desktop-Troubleshooting.md index 06f894ce7ef6..c832667080d5 100644 --- a/docs/articles/expensify-classic/connections/quickbooks-desktop/Quickbooks-Desktop-Troubleshooting.md +++ b/docs/articles/expensify-classic/connections/quickbooks-desktop/Quickbooks-Desktop-Troubleshooting.md @@ -40,7 +40,13 @@ Generally, these errors indicate that there is a credentials issue. 4. Check that you have the correct permissions. 5. Log in to QuickBooks Desktop as an Admin (in single-user mode). 6. Go to **Edit** > **Preferences** > **Integrated Applications** > **Company Preferences**. -7. Select the Web Connector and click **Properties**. + +![Company Preferences page of QuickBooks Desktop](https://help.expensify.com/assets/images/quickbooks-desktop-company-preferences.png){:width="100%"} + +7. Select the Web Connector and click **Properties**. + +![Web Connector Properties page in QuickBooks Desktop](https://help.expensify.com/assets/images/quickbooks-desktop-access-rights.png){:width="100%"} + 8. Make sure that the "Allow this application to login automatically" checkbox is selected and click **OK**. 9. Close all windows in QuickBooks. @@ -98,6 +104,11 @@ Generally, this is the result of not having both the QuickBooks Web Connector an 1. Make sure that the Web Connector and QuickBooks Desktop Company File are both open. 2. In the Web Connector, check that the Last Status is “Ok”. + +![QuickBooks Web Connector showing status "OK"](https://help.expensify.com/assets/images/quickbooks-desktop-web-connector.png){:width="100%"} + 3. Check the Report Comments in Expensify to confirm that the report has been successfully exported to QuickBooks Desktop. +![Expensify report showing the report was exported](https://help.expensify.com/assets/images/quickbooks-desktop-exported-report-comments.png){:width="100%"} + If these general troubleshooting steps don’t work, reach out to Concierge with your Expensify Report ID and a screenshot of your QuickBooks Web Connector. From 5d6d5490d55bbced9ef6df15511e387ad3f8cb70 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 24 Oct 2024 20:45:12 +1300 Subject: [PATCH 3/5] Update docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md Co-authored-by: Getabalew <75031127+getusha@users.noreply.github.com> --- .../quickbooks-desktop/Configure-Quickbooks-Desktop.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md index 61f3c6c97713..4ab8892ae370 100644 --- a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md +++ b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md @@ -31,8 +31,7 @@ The following steps will determine how data will be exported from Expensify to Q The following steps help you determine how data will be imported from QuickBooks Online to Expensify: -![Expensify coding settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-coding-settings.png -){:width="100%"} +![Expensify coding settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-coding-settings.png){:width="100%"} 1. Click Import under the QuickBooks Online connection. 2. Review each of the following import settings: From 8cf17057c993234308d0b1bdf21dfc3d5437e429 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 24 Oct 2024 20:45:20 +1300 Subject: [PATCH 4/5] Update docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md Co-authored-by: Getabalew <75031127+getusha@users.noreply.github.com> --- .../quickbooks-desktop/Configure-Quickbooks-Desktop.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md index 4ab8892ae370..e1a5fb1b00f3 100644 --- a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md +++ b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md @@ -7,8 +7,7 @@ Our new QuickBooks Desktop integration allows you to automate the import and exp # Step 1: Configure export settings The following steps will determine how data will be exported from Expensify to QuickBooks Desktop. -![Expensify export settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-export-settings.png -){:width="100%"} +![Expensify export settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-export-settings.png){:width="100%"} 1. In Expensify, hover over **Settings** and click **Workspaces**. 2. Select the Workspace you want to connect to QuickBooks Desktop. From 87c08a07ffc9c0c559b12a82ef92aeb6d846c644 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 24 Oct 2024 20:45:34 +1300 Subject: [PATCH 5/5] Update docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md Co-authored-by: Getabalew <75031127+getusha@users.noreply.github.com> --- .../quickbooks-desktop/Configure-Quickbooks-Desktop.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md index e1a5fb1b00f3..dd913af1c497 100644 --- a/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md +++ b/docs/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md @@ -43,8 +43,7 @@ The following steps help you determine how data will be imported from QuickBooks The following steps help you determine the advanced settings for your connection, like auto-sync and employee invitation settings. -![Expensify advanced settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-advanced-settings.png -){:width="100%"} +![Expensify advanced settings page for the QuickBooks Desktop integration](https://help.expensify.com/assets/images/quickbooks-desktop-advanced-settings.png){:width="100%"} 1. Click **Advanced** under the QuickBooks Desktop connection. 2. **Enable or disable Auto-Sync**: If enabled, QuickBooks Desktop automatically communicates changes with Expensify to ensure that the data shared between the two systems is up to date. New report approvals/reimbursements will be synced during the next auto-sync period.