Skip to content

Docs updates for E/A#91717 QBO vendor bill available with report field locations#92457

Draft
MelvinBot wants to merge 1 commit into
mainfrom
docs-qbo-vendor-bill-report-field-locations
Draft

Docs updates for E/A#91717 QBO vendor bill available with report field locations#92457
MelvinBot wants to merge 1 commit into
mainfrom
docs-qbo-vendor-bill-report-field-locations

Conversation

@MelvinBot
Copy link
Copy Markdown
Contributor

Explanation of Change

Expensify/App#91717 changed the QuickBooks Online company card export picker so the Vendor bill option is only hidden when locations are imported as tags (syncLocations === TAG). When locations are imported as report fields (Control plan), Vendor bill remains available, and the in-product footer copy now describes the tag-specific restriction.

This updates Configure-Quickbooks-Online.md to match that behavior:

  • Import > Locations note: Clarified that locations must be imported as report fields for Vendor bill / Check exports, and that those options are unavailable when locations are imported as tags. Also fixed casing (Vendor bill) to match the UI.
  • Export company card expenses as > Vendor bill: Added a note that Vendor bill is unavailable when locations are imported as tags, mirroring the in-product footer.
  • FAQ "Why can't I export reports as vendor bills or checks?": Removed the inaccurate "Locations can only be used as tags" statement. Exports are blocked specifically when locations are imported as tags; importing locations as report fields (Control plan) keeps Vendor bill and Check available.

Fixed Issues

$ #83788

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

QA

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.


@yichensunjoe, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

Vendor bill and check exports are unavailable only when QuickBooks Online
locations are imported as tags. When locations are imported as report fields
(Control plan), these export options remain available.

Co-authored-by: Joe.S <yichensunjoe@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team June 3, 2026 00:23
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jun 3, 2026
Copy link
Copy Markdown
Contributor

I reviewed the docs update against #91717. The direction matches the product behavior, but one existing line still reads:

Locations: Import as tags.

That still implies tags are the only supported import mode, which conflicts with the new note explaining that Vendor bill / Check remain available when locations are imported as report fields. I think this should be adjusted before marking the PR ready, e.g.:

Locations: Import as tags or report fields.

The rest of the changes look aligned with the current behavior: Vendor bill and Check should be unavailable only when locations are imported as tags, and available when locations are imported as report fields on Control.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

HelpDot Apply this label if the issue relates to ExpensifyHelp

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants