![]() The Default setting is 30 days.Įxpense reports with expense total = 0.00, or cash advance = 0.00, are not transferred. Number of days in the past to find Expense Reports to syncĮnter the number of calendar days that QuickBooks Online should go into the past to retrieve approved but unsynced Expense Reports for transfer. To resume scanning, click to clear the check box. For example, you may want to stop scanning if you have multiple Expense Reports that you will transfer manually. To temporarily stop the app from scanning for Expense Reports to transfer, click to select the check box. Review and configure the Settings, as described in the following table. ![]() When the "Authorization successful" announcement displays, after the text "Please finish", click configuring them.IMPORTANT Please review the information in START HERE: Before you configure a QuickBooks Online Integration app. If the expense report includes a cash advance > 0, it is transferred and appears on the bill as an offset.The customer is listed with the line item on the bill, in the "Customer" column. If no match is found, a new customer is created in QuickBooks Online. If an expense item is associated with a company in Autotask, the app will attempt to match the company to a customer in QuickBooks Online.Pausing the automatic sync for multiple manual transfers is recommended, but not required. You can manually transfer one or more individual expense reports.The app scans for eligible expense reports at regular intervals, with actual time dependent on the Intuit AppConnect platform's level of activity. Transfer begins immediately when the app setup is completed.Expense reports approved within the number of days specified in the Expenses to QuickBooks Online Settings, and with expense totals > 0, are transferred.For information on enabling QuickBooks Class Tracking, refer to Intuit's QuickBooks Online support documents. QuickBooks Online class names must match to the Autotask departments' Department Number field. Class Tracking must be enabled in QuickBooks Online. Resources' departments can be tracked in QuickBooks Online as QuickBooks classes.If no match is found, a new vendor is created. The app will attempt to match the resource to existing vendors in QuickBooks Online. The Autotask resource that submitted the expense report becomes a vendor in QuickBooks Online.SECURITY You must have administrative level permissions to QuickBooks Online to correctly download and configure the Autotask to QuickBooks Online components, and access to your QuickBooks Company file.Īutotask Expenses to QuickBooks Online is a stand-alone app that transfers Autotask expense reports to QuickBooks Online as bills. Autotask Expenses to QuickBooks Online setup
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