Choose which Expense Reports to Sync using QuickBooks Desktop

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When you run the QuickBooks Sync, you can choose to sync all expense reports in the queue, several specific reports together, or one report at a time.

This article shows you, as a Certify Accountant, how to choose individual expense reports to sync.

Step 1: From your Certify account homepage, select QuickBooks Sync.

 

Quickbooks - QuickBooks Sync Button

Step 2: From the QuickBooks Sync Requests page, view the expense reports in your queue at the bottom of the page.

Quickbooks - QuickBooks Sync List - Queue

Step 3: From your desktop, run the Certify QuickBooks Sync for the expense reports in your QuickBooks Sync Requests queue.

 

Quickbooks - QuickBooks Sync - On Computer

Step 4: From the popup window, click Synchronize to QuickBooks.

Quickbooks - QuickBooks Sync Tool - Synchronize to QuickBooks

Step 5: From the next popup, select View Expense Report Info.

Quickbooks - QuickBooks Sync Tool - Synchronize to QuickBooks - Sync one at a time

Step 6: The Sync List appears.

Quickbooks - QuickBooks Sync Tool - Synchronize to QuickBooks - Sync one at a time - Sync List - All

Select the expense report to import to QuickBooks by checking the checkbox next to the expense report.

You may select one, or several specific reports from the Sync List.

Quickbooks - QuickBooks Sync Tool - Synchronize to QuickBooks - Sync one at a time - Sync List

Step 7: Click Save.

Quickbooks - QuickBooks Sync Tool - Synchronize to QuickBooks - Sync one at a time - Sync List - Save

Step 8: The Synchronize to QuickBooks now shows the number of expense reports chosen to sync. In this example, it is 1 of 3. Click Synchronize to complete the import.

Quickbooks - QuickBooks Sync Tool - Synchronize to QuickBooks - Sync one at a time - Sync List - 1 of 3

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