HelpDot image request for QBD Expensify Classic articles

[ren-jones]

Please provide the following images in light mode and in .png format. Whoever completes this task will need a connection to QuickBooks Desktop. I do not have access to the QBD connection and therefore do not know how accurate or feasible a couple of these requests are. Please let me know if any of the steps below are inaccurate.

CONFIGURE QUICKBOOKS DESKTOP

Link to article: https://help.expensify.com/articles/expensify-classic/connections/quickbooks-desktop/Configure-Quickbooks-Desktop

• In Expensify, go to Settings > Workspaces > [Workspace name] > Connections > highlight the Export button under the QuickBooks Desktop connection.
  • In another photo, highlight the Sync button.
  • In another photo, highlight the Import button.
  • In another photo, highlight the Advanced option/tab.
  • In a final photo, highlight the Autosync option.

QUICKBOOKS DESKTOP TROUBLESHOOTING

Link to article: https://help.expensify.com/articles/expensify-classic/connections/quickbooks-desktop/Quickbooks-Desktop-Troubleshooting

• Right-click the Web Connector icon on your desktop and select Run as administrator.
• In QBD, show the following steps in images:
  • Log in to QuickBooks Desktop as an Admin (in single-user mode).
  • Go to Edit > Preferences > Integrated Applications > Company Preferences.
  • Select the Web Connector and click Properties.
  • Make sure that the “Allow this application to login automatically” checkbox is selected and click OK.
• In the Web Connector, show the following steps in images:
  • Check that the Last Status is “Ok”.
  • Check the Report Comments in Expensify to confirm that the report has been successfully exported to QuickBooks Desktop.

[melvin-bot[bot]]

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