This article describes how to identify expenses that have not yet been synced to QuickBooks, and how to check for errors when sending them.
You can easily locate all expenses that have not been sent to QuickBooks by using the Time & Expenses list page with specific filters.
Steps to Find Expenses Not in QuickBooks:
Navigate to the Time & Expenses list page.
Clear all existing filters to start fresh.
Apply the following three filters:
Charge Type = Expense
Invoice Status = All Billed
In QuickBooks = No
Once these filters are applied, the list will display all expenses that are currently not present in QuickBooks.
After identifying the expenses, you can attempt to send them to QuickBooks manually:
Select the relevant expense(s).
Initiate the Send to QuickBooks action.
Monitor the result in the QuickBooks History tab.
Checking for Errors
If an expense fails to sync:
Go to the QuickBooks History tab.
Look for the failed transaction.
Review the error message or response provided.
This error message will help you determine the root cause and take corrective action (for example, missing data, mapping issues, or configuration problems).