If you are running into trouble with your QuickBooks Desktop connection, first check your set up:
Are QuickBooks and the Sync Manager both running?
The Sync Manager and QuickBooks Desktop both need to be running in order to sync or export.
Is the Sync Manager installed in the correct location?*
The Expensify Sync Manager should be installed in the same location as your QuickBooks application. If QuickBooks is installed on your local desktop, the Sync Manager should be too. If QuickBooks is installed on a remote server, the Sync Manager should be installed there instead.
Is there only one Expensify Sync Manager running?
There can only be one Expensify Sync Manager running with the same token at one time.* If your Sync Manager is installed on a remote server, make sure that the Expensify Sync Manager is not also installed on your local desktop.
*Multiple users exporting to QuickBooks:
Even if you have multiple users syncing and exporting to QuickBooks Desktop, we don't recommend installing the Sync Manager in multiple locations. As long as the Sync Manager is running with QuickBooks in the single location that it is installed, any admin on your policy will still be able to sync and export successfully from their own computer.
Still running into trouble? Send us an in-app message or email us at firstname.lastname@example.org