Exporting to QuickBooks

[Sara Laidlaw]

I tried to export a test check to QuickBooks from the new site and it
instructed me to do the web connect, which I did, but I still can not
find the check. I must be missing a step.

[Tom Jacobs]

Hi Sara,

Our system logged creating the check just fine. I checked for any
export/connection to QuickBooks errors, but I don't see any, so either
the web connector never updated again, or the check got sent out to
QuickBooks just fine.

- Did you run "Update now" in the web connector (with Expensify
checked), after hitting "Export" on our site, and did it say it
completed successfully? Can you run it again?
- Are you checking the bank account that you exported it to? Perhaps
it accidentally got exported to a different bank account?

Thanks,
Tom.

[Sara M. Laidlaw]

Hi Tom,

I've updated successfully a few times.
The button says "Update Selected" - Right?
In QuickBooks Web Connector 2.0.0.139

The check is not in my QuickBooks.
What date does it choose? The current date?

There are two ASB's listed.
One has "Inc," which is what I selected.
You added the second one that night that we were troubleshooting.

I'm not sure I understand how the connector works.
How do I know what .qbw file it is accessing?

I did the routine again and selected the one without "Inc."
The web connector was sucessful again.
The Web Connector says ASB, "Inc." under Expensify.

Still no check in the file; in any bank account.

Thanks!

[Ken Jowe]

Did you guys get any traction on this question?  I ran a test and had a similar result.   Thx.    - k --- On Thu, 12/17/09, Sara M. Laidlaw <sa...@asbinc.net> wrote:

[Sara M. Laidlaw]

Ken,

 

Here was my answer from the programmer, and it worked.

 

Hi again Sara,

I tracked down the reason for your check not exporting - it's to do with having a comma and period in your company name. Probably quite a common case, it's that just we hadn't tested a company name with those in it. I've fixed the issue, so your exports should work now. Thanks for helping us track down the bugs!

So you can try again, but first you'll need to delete all your existing quickbooks company connections, and re-connect. Here's what to do:

- Sign in to expensify and go to settings.

- Scroll down to the QuickBooks section and click delete on each of your company connections until they are all gone.

- Click [connect a company] and then go to your QuickBooks Web Connector, and click "Update Selected" again. Go back to expensify and you should see your company connected. Click Done.

- Then go back to the report you want to export, and click Export to QuickBooks again.

- Choose your settings and click Export, then update in the web connector once again.

 

 

 

---

From: expense...@googlegroups.com [mailto:expense...@googlegroups.com] On Behalf Of Ken Jowe
Sent: Tuesday, December 22, 2009 2:27 AM
To: expense...@googlegroups.com

[Ken Jowe]

Thx Sara.  That worked - on to round 2 of testing.   - k