Solution: You'll see this error if you're attempting to export non-reimbursable (company card) expenses to Sage Intacct and you haven't yet set up a credit card account (or credit card accounts). We export non-reimbursable expenses as charge card transactions, so it's required that you have these set up.

To set up charge card accounts in Sage Intacct:

  • Head to to to Cash Management > Open Setup >  "+" Charge Card Accounts
  • Mandatory fields should be: 
  1. ID (this is the name that will appear in the dropdown in Expensify, so use a name that you'll recognize!), 
  2. Type
  3. Payment Method (Credit)
  4. Expiration (you'll still need to fill this out but it doesn't matter in the case that you just have one roll up card account)
  5. Credit-card offset account (this is the account that's credited when the expense posts) 
  6. Default location (location you want transactions associated with), 
  7. Vendor ID (likely the bank/card vendor that you'll be paying)
  • Save
  • After this you'll go to Expensify > Settings > Policies > [Policy Name] > Connections > Configure > Export > select the account that you'll want to use > "Save"

Note: If you have multiple credit card accounts, you'll need to follow the instructions on this page for configuring those (it's a slightly different process in Expensify).

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