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adavis2
Level 1

Is there a way for QBO to format the feed from Certify? It comes through with too much-unneeded info.

We use Certify for employee expense reporting. Because we reimburse by ACH the feed from Certify comes through as a journal entry with too much-unneeded information.
2 Comments 2
IamjuViel
QuickBooks Team

Is there a way for QBO to format the feed from Certify? It comes through with too much-unneeded info.

Hello there, @adavis2.

 

Let me share some information on how you can manage your downloaded expense transactions.

 

To start with, the data downloaded in your QuickBooks account depends on the information Certify shares with us. Modifying it is currently not available. However, you need not worry, you can download your transactions from Certify and import it to QuickBooks. Just make sure that the it follows the required format. 

Once completed, you can start importing your transactions. Now, you can manually review each employee expense and assign the appropriate category.    

 

Also, I've added these articles to help you manage your downloaded bank transactions:

Know that the Community and I are always here to help if you have other questions about managing your transactions. 

Fiat Lux - ASIA
Level 15

Is there a way for QBO to format the feed from Certify? It comes through with too much-unneeded info.

@adavis2 

If you don't mind to work manually, you may prepare the JE data in XLS and utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

The template should be like this

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50,00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50,00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200,00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200,00Credit Checking   

 

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