How to Sync QuickBooks Online to Expensify

Contents

    You will need to do this manually whenever you make a change in QBO that you want to see in Expensify (such as adding a new account to your Chart of Accounts).  

    Exporting reports regularly from Expensify is not a two-way sync. Exporting reports pushes data from Expensify to QBO, but it does not pull new data from QuickBooks. To pull new data from QuickBooks Online, you will need to follow the procedure below

    Perform the sync

    Navigate to Policy > Connections > QBO > Sync now button

    Screenshot of the QBO Sync screen in Expensify

    Review which accounts are shown in Expensify 

    Navigate to Policy > Categories. Toggle the switch to green to show the accounts in Expensify

    Screenshot of the Policies Categories screen in QBO.
    Updated on June 11, 2026
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