Once the integration is successfully configured all the expenses once Approved or Closed can be exported to QuickBooks Online where they are stored permanently for accounting purposes.

You can access the QuickBooks Online integration from your admin settings.

Select Integrations from the left side panel and select Accounting. Select QuickBooks Online.

You will be redirected to the Dashboard. From here you will be able to export expenses and view any failed expenses as well as export any errors.

Select Export to continue.

You will be able to view the successful and failed expenses from the table below.

In a case where the transactions (expense/report) have failed to export to QuickBooks Online, it will be immediately reflected in the dashboard with a corresponding count of failed associated Errors (Integration or QuickBooks Online errors).

You can directly resolve the errors from the dashboard before trying to re-export. Select Resolve to unblock the error by taking the required action.

You can also select View next to the failed export to get information on the failed expenses.

For the integration errors, the error details will be automatically shown by the integration. Additionally, once you select Resolve, all the missing mapping data is shown with an option to create new mappings directly from within the dashboard.

Once the missing mapping is completed, the data is automatically saved and you can try to re-export these expenses.

QuickBooks Online errors are typically because of any validation or permission issues on the QuickBooks Online end that block the expense management integration from creating a record in QuickBooks Online.

In this case, all the associated expenses that have failed because of the error and the corresponding error code and message are shared. However, you can use this information to fix the issue in QuickBooks Online before trying to re-export the expenses.

Note: The integration will automatically compile all the previously failed expenses and newly imported expenses and keep them ready to export into QuickBooks Online.

If you need further assistance with exporting expenses to QuickBooks Online, reach out to our support team at support@capitalone-fylehq.com.