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Integrate QuickBooks Online with Expensify

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Expensify

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About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best ways to Integrate QuickBooks Online + Expensify

  • QuickBooks Online Integration Expensify Integration

    QuickBooks Online + Expensify

    Export Report to PDF in Expensify when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Expensify Integration Export Report to PDF
  • QuickBooks Online Integration Expensify Integration

    QuickBooks Online + Expensify

    Create Expense Report to Expensify from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Expensify Integration Create Expense Report
  • QuickBooks Online Integration Expensify Integration

    QuickBooks Online + Expensify

    Create Single Expense to Expensify from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Expensify Integration Create Single Expense
  • QuickBooks Online Integration Expensify Integration

    QuickBooks Online + Expensify

    Export Report to PDF in Expensify when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Expensify Integration Export Report to PDF
  • QuickBooks Online Integration Expensify Integration

    QuickBooks Online + Expensify

    Create Expense Report to Expensify from New Estimate in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Expensify Integration Create Expense Report
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect QuickBooks Online + Expensify in easier way

It's easy to connect QuickBooks Online + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & Expensify Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Expensify as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from QuickBooks Online to Expensify.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of QuickBooks Online and Expensify

QuickBooks Online?

QuickBooks Online is a cloud accounting software that allows users to do their accounting and payrpl on the internet. The software provides customers with a more affordable spution than traditional desktop software, and also offers to its user a more convenient way of doing accounts and payrpl. With this all-in-one spution, companies can now do their accounts and payrpl on the internet, and not have to purchase expensive desktop software or hire expensive accountants or bookkeepers.

Expensify?

Expensify is an online service that allows users to log their expenses in real time while they are doing it, and then track them using their smartphones. The application also allows users to easily scan receipts, or import them from other applications such as Evernote, Dropbox, etc. Once scanned, the receipts are uploaded to the app automatically. Users can also manually add receipts by taking pictures of them on their phones. Moreover, Expensify has a “tags” feature that allows users to categorize their expenses according to type of expenses, vendor, client, or project. The app is compatible with both iOS and Android phones.

Integration of QuickBooks Online and Expensify

The integration of QuickBooks Online and Expensify allows users to access all of their expense reports in one place. Expenses can be seamlessly imported from QuickBooks Online into Expensify, making it easier for clients and contractors to upload their receipts through smartphones. A receipt can be uploaded through any smartphone into Expensify, allowing users to upload receipts directly into the app without having to go back to QuickBooks Online and download it as a PDF file. This allows users to upload detailed receipts from anywhere. Furthermore, if an employee is checking into a hotel using their phone, they could download the hotel’s WiFi access code at the front desk, and then take a picture of it using their phone. Then, upon arriving home they could connect their phone to their computer or laptop and immediately upload the receipt into Expensify. This is much easier than manually typing out the information of the receipt after scanning it.

Benefits of Integration of QuickBooks Online and Expensify

The integration of QuickBooks Online and Expensify has many benefits for both small businesses and large corporations. Small businesses can benefit by saving time as they no longer have to manually enter their cash flow into QuickBooks Online, which can be time consuming if you want to do it manually. Also, many small businesses use tablets for taking pictures of receipts instead of receipts scanners or smartphones in order to save cost. Large corporations could benefit by saving time as well and not having to go back into QuickBooks Online in order to enter all their expenses into the system, since many employees use smartphones for taking photos of receipts while out on business trips. Also large corporations could benefit by being able to have more contrp over their expenses because they are able to track them in real time as they are happening. All in all, the integration of the two programs would make life easier for both small businesses and large corporations alike.

The process to integrate QuickBooks Online and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.