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stephanieelliott merged 2 commits into from
May 27, 2026
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[No QA] Update Configure-QuickBooks-Desktop.md #91556

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Update Configure-QuickBooks-Desktop.md
kadiealexander May 25, 2026
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Update Configure-QuickBooks-Desktop.md
kadiealexander May 25, 2026
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8 changes: 8 additions & 0 deletions ...es/new-expensify/connections/quickbooks-desktop/Configure-QuickBooks-Desktop.md
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Expand Up @@ -161,4 +161,12 @@ Yes. The QuickBooks Desktop integration is available on the **Control** plan.
* **Tags**: Applied at the individual expense level, allowing different expenses on the same report to have different values
* **Report fields**: Applied at the report level, meaning all expenses on a report share the same value

## Can I export to an employee record instead of a vendor record?

You can export to an employee record when exporting reports as **Journal Entries** or **Checks**.

By default, we'll look for a vendor record with an email address matching the report submitter. If we don't find one, we'll look for an employee record. Employees must have a **Main Email** in QuickBooks Desktop that matches the email associated with their Expensify account.
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Style consistency: This paragraph uses first-person "we'll" three times (lines 168 and 170), but the rest of the article's FAQ answers use "Expensify" as the subject (e.g., line 137: "Expensify will display an alert...") or passive constructions. For consistency, rephrase to use "Expensify" or passive voice.

Suggested rewrite:

By default, Expensify looks for a vendor record with an email address matching the report submitter. If no match is found, Expensify looks for an employee record. Employees must have a Main Email in QuickBooks Desktop that matches the email associated with their Expensify account.


If there is no vendor or employee record and **Auto-create entities** is enabled, we'll create a new vendor record for the submitter.
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Style consistency: Same first-person "we'll" issue. Consider: "If there is no vendor or employee record and Auto-create entities is enabled, Expensify creates a new vendor record for the submitter."



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