Once the integration is successfully configured, all the expenses from Fyle, once approved or paid out, can be exported to QuickBooks Online, where they’ll be stored permanently for all accounting purposes.
How it works
You can access the integration from Fyle Admin settings > Integration > Native Apps > QuickBooks Online to access the Integration.
Note: The integration will be connected to the Fyle account from where you have logged in. If you wish you switch to a different integration account, you can click on the profile icon > Switch Organization and select another Fyle organization.
You can now click on the Export option to start exporting expenses from Fyle as QuickBooks Online transactions.
By default, the integration will automatically import all the expenses in real-time that have reached the configured export state in Fyle (based on your selected configuration in Export settings)
Successful Exports
If all the selected expenses from Fyle are exported as a corresponding transaction in QuickBooks Online, you will see a success log and can have a link to view the corresponding data in QuickBooks Online. For further analysis, you can also check the data in the Export log.
Failed Exports
In a case where the transactions (expense/report) have failed to export to QuickBooks Online, it will be immediately reflected in the dashboard with a corresponding count of the failure and associated Errors (Integration or QuickBooks Online errors)
You can directly fix the errors from the dashboard before trying to re-export.
For example, in the above image, 4 exports have failed because of various errors: The employee mapping and the category mapping errors on the integration side that have to be resolved.
You can also click on the Resolve button to fix the errors on Fyle's side.
Meanwhile, we have Quickbook Online errors as well. These need to be resolved at the end of QBO. Once they have been resolved, the exports should go through as expected.
You can click on the View Expense button to see the expense at fault on Fyle's end. Which will in turn help you identify the fault on Quickbook's end.
How to resolve errors?
Integration errors
For the integration errors, the error details will be automatically shown by the integration. In addition, once you click on the resolve option, all the missing mapping data is shown with an option to create new mappings directly from within the dashboard. Once the missing mapping is completed, the data is automatically saved, and you can try to re-export these expenses. Below is a quick video sample showcasing how the integration errors can be resolved from the dashboard.
QuickBooks Online errors
QuickBooks Online errors are generally because of any validation or permission issues at the QuickBooks Online end that block the Fyle integration from creating a record in QuickBooks Online.
In this case, all the associated expenses that have failed because of the error and the corresponding error code and message are shared. However, you can use this information to fix the issue in QuickBooks Online before trying to re-export the expenses.
Please note that the integration will automatically compile all the previously failed expenses and newly imported expenses and keep them ready for you to export to QuickBooks Online.
Contact us at [email protected] if you need assistance with exporting expenses from Fyle to QuickBooks Online via integration.