If you have already set up and used your Fyle QuickBooks Online integration before June 6, 2022, and have questions on how the Integration v2.0 will impact, read on.
1. I have already been using the Fyle QuickBooks Online integration. Should I reconfigure my integration v2?
If you have already configured and used the Fyle QuickBooks Online integration, the integration data will be automatically mirrored in the new Fyle QuickBooks Online integration v2.0. i.e., all your configurations and logs of historic exports will be saved and replicated in the new integrations. You don't have to reconfigure anything and can start exporting the expenses from the new integration.
2. Can I switch to the old QuickBooks Online integration if needed?
We recommend exporting expenses from the QuickBooks Online Integration v2.0 moving forward as the process is easy and faster. However, if you would like to switch to the old integration, you can do that from the dashboard by clicking on Switch to the old design.
Similarly, you can also switch back to Integration v2.0 from the old integration by clicking on Switch to Integration 2.0.
3. How is Integration v2.0 different from the previous Fyle QuickBooks Online integration?
Fyle QuickBooks Online integration is redesigned to offer a seamless and intuitive integration experience that we call Integration v2.0. Although most of the configurations you can do are the same across the two versions, the integration v2.0 has been designed to offer a more easy configuration and export experience. Some highlights include being guided with examples and help texts while setting up the integration, being able to export in a single click, resolving errors faster, and having lesser clicks and navigation overall. You can read in detail about what has changed in the new integration compared to the previous one here.
4. Can I change configurations in Integration v2.0?
You can always change or update your configurations by heading to Configurations and choosing the relevant setting. For example, if you want to import any new dimension, you can add that from the Import Settings, or if you're going to change the export type, you can change that from the Export Settings.
5. Why do I not see the import expenses option in the Integration v2.0?
In the Integration v2.0, the expenses from Fyle's Payment Processing or Paid state will be automatically imported and grouped based on your configurations in the Export settings.
For example, if you have set up to export expenses from the Payment Processing state and group reimbursable expenses by the report, then all the expenses that reach the Payment Processing state in Fyle are imported by the integration, and then
all the reimbursable expenses in a report are consolidated as one transaction and kept ready for you to export.