The name field of Journal Entries exported from Fyle to QuickBooks Online can be customized for Corporate Credit Card expenses from the integration page. The name field in QuickBooks Online is a searchable field and can be used to generate vendor reports or to identify the employee a corporate card expense is associated to. Based on your requirement, you can choose to export the vendor name or the employee name to QuickBooks Online.
Following are the steps to configure the above setting:
1. Log in to your Fyle-QuickBooks Online Integration with your admin credentials.
2. Go to Configurations -> Export Settings. If your Corporate Card export setting is Journal Entry, you'll be able to see the setting Name in Journal Entry.
Based on your requirement, you can select the Merchant name or the Employee name.
Note: Merchants in Fyle are Vendors in QuickBooks Online; Employees in QuickBooks Online can be Employees or Vendors in QuickBooks. Based on how your employees are set up in QuickBooks Online (e.i. as Employee or Vendor), Fyle will post the name of the respective Fyle employee's record in QuickBooks Online.
3. Click on Save.
Going forward, the Corporate Card expenses exported as Journal entries will carry the name of the vendor or the employee based on your configuration.
An example of a CCC expense exported as Journal Entry
If you need any assistance in setting this up, feel free to reach out to us on [email protected]