When exporting expenses from Expense Management to QuickBooks Online, a standard set of details is passed from Expense Management to the description field in QuickBooks Online by default.
Default details include:
Employee email
Purpose
Merchant
Category
Transaction date
Report number
Expense link
To modify the details included in the QuickBooks Online description, go to the Accounting integration page then select the Configuration tab. Select the Advanced settings section.
In the Set the line item-level description field in QuickBooks Online section, use the drop-down to select the Expense Management details you’d like to export to the QuickBooks Online description field.
The following is an example of how this information appears in QuickBooks Online:
If you have any more questions about modifying data exported to the description field in QuickBooks Online, contact our support team at support@capitalone-fylehq.com.