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Add images to QBD HelpDot sites #50757

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Oct 24, 2024
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Add images to QBD HelpDot sites #50757

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Update Configure-Quickbooks-Desktop.md
kadiealexander Oct 14, 2024
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Update Quickbooks-Desktop-Troubleshooting.md
kadiealexander Oct 14, 2024
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Update docs/articles/expensify-classic/connections/quickbooks-desktop…
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6 changes: 6 additions & 0 deletions ...xpensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop.md
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Expand Up @@ -7,6 +7,8 @@ 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.
Expand All @@ -28,6 +30,8 @@ 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.
Expand All @@ -39,6 +43,8 @@ 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.

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13 changes: 12 additions & 1 deletion ...fy-classic/connections/quickbooks-desktop/Quickbooks-Desktop-Troubleshooting.md
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Expand Up @@ -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.

Expand Down Expand Up @@ -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.
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