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CharlesJudd's avatar
Qrew Member
21 days ago

Quickbooks - Exporting Expenses

Hello, I am using the existing Quickbase channel for our employee credit card reconciliation. We currently have a table which imports data from our credit card banking system, including merchant data. This table gets passed into employee user dashboards where each employee must reconcile their own expenses each week. Once reconciled, these expenses are exported into our Quickbooks expenses.

A huge existing pain point for accounting is the fact that they have to manually enter hundreds of merchant names each month, due to the fact that the Quickbase channel in the pipeline has no place to pass the merchant name in for import. Am I missing this, or is this just something that is not possible?

If I could solve this, it would alleviate a huge nuisance for our internal accountants.

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