Smart Accounting Hub for QuickBooks Online (QBO) Expense Report Settings

NAVIGATION  Left Navigation Menu > Admin > Extensions & Integrations > Smart Accounting Hub > Settings

IMPORTANT  Please review the information in Smart Accounting Hub for QuickBooks Online to ensure the integration is connected before configuring the settings on this page..

Configure Settings

Setting Description
General Purchase Order Settings
Automatic Expense Report Sync If selected, the automatic expense report sync is enabled and the Smart Accounting Hub will scan every 15 minutes for expense reports based on the Sync Behavior settings.

NOTE  It is recommended to not enable any automatic sync settings until all other settings are configured.

Sync Behavior Settings

Expense Report Max Age

The maximum age of approved expense reports, expressed in number of days (inclusive), that will be considered for syncing.

EXAMPLE  If the max age is set to 14 days, when scanning on March 3, 2025, the Smart Accounting Hub will only sync items as far back as February 17, 2025.

Expense Account for Cash Advances

Select an available expense account in which the expense reports from Autotask will sync to QuickBooks. The drop-down list is sourced directly from QuickBooks.

Settings and Mappings