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Update Quickbooks-Online-Troubleshooting.md #47924

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Aug 26, 2024
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Update Quickbooks-Online-Troubleshooting.md #47924

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29 changes: 22 additions & 7 deletions ...ew-expensify/connections/quickbooks-online/Quickbooks-Online-Troubleshooting.md
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Expand Up @@ -9,13 +9,13 @@ If an error occurs during an automatic export to QuickBooks Online:

- You’ll receive an email detailing the error.
- The error will appear in the related Workspace Chat, indicated by a red dot next to the report.
- For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace’s Accounting settings where an explanation for the error appears next to the connection.
- For auto-sync errors, a message will be posted in the related #admins room. The message contains a link to the workspace’s accounting settings where an explanation for the error appears next to the connection.

An error on a report will prevent it from automatically exporting.

### How to resolve:
### How to resolve

To resolve this, open the expense and make the required changes. Then an admin must manually export the report to QuickBooks Online by clicking on Details > Export:
Open the expense and make the required changes. Then an admin must manually export the report to QuickBooks Online by clicking Details > Export.

![Click the Export button found in the Details tab](https://help.expensify.com/assets/images/QBO_help_02.png){:width="100%"}

Expand All @@ -27,11 +27,26 @@ To export a report, it must be in the Approved, Closed, or Reimbursed state. If

![If the Report is in the Open status, the Not Ready to Export message shows](https://help.expensify.com/assets/images/QBO_help_04.png){:width="100%"}

### How to resolve:
### How to resolve

To resolve this, open the report and make the required changes:
Open the report and make the required changes:

1. If the report is in the Open status, please ensure that it is submitted.
1. If the report is in the Open status, ensure that it is submitted.
2. If the Report is in the Processing status, an admin or approver will need to approve it.

Once this is done, then an admin must manually export the report to QuickBooks Online.
Once this is done, an admin must manually export the report to QuickBooks Online.

{% include faq-begin.md %}

**How do I disconnect the QuickBooks Online connection?**

1. Click your profile image or icon in the bottom left menu.
2. Scroll down and click **Workspaces** in the left menu.
3. Select the workspace you want to disconnect from QuickBooks Online.
4. Click **Accounting** in the left menu.
5. Click the three dot menu icon to the right of QuickBooks Online and select **Disconnect**.
6. Click **Disconnect** to confirm.

You will no longer see the imported options from QuickBooks Online.

{% include faq-end.md %}
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