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Expensify Credit Card Reconciliation with QuickBooks Online

EXPENSIFY CREDIT CARD RECONCILIATION WITH QUICKBOOKS ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 24, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us for an informative webinar to learn how QuickBooks Online customers of all sizes are taking advantage of the free Expensify card for benefits that include higher credit limits, easy setup, automatic reconciliation and settlements, as well as full transparency in QuickBooks Online.

Topics covered include Expensify's seamless two-way integration with QBO, receipt capture with Smart Scan, eReceipts coverage, automated compliance monitoring, smart limits on Expensify cards, auto-reconciliation and settlement, exclusive perks for admins, and more.

Learning Objectives:


  • Name practical benefits of the Expensify card for organizations that utilize QuickBooks Online

  • Evaluate features detailing the Expensify card's integration with QuickBooks Online

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Phong Le

Expensify, Inc.
Head of Accounting Channel, APAC
[email protected]

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As Head of Accounting, APAC at Expensify, Phong identifies opportunities to strengthen our relationships with strategic partners in the Australia Pacific region. 

Phong is a boxing fan, cigar aficionado, and loves traveling to unique places in the world. He hates excuses and loves the company of both the big city and the vast wilderness. Based out of Melbourne, Phong loves helping customers find a solution to their expense reporting woes! 
 

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Carla has been a Setup Specialist with Expensify since 2021. Her passion and focus has been to  offer set up support for expense management solutions. Prior to Expensify, Carla worked in the banking industry for 15 years primarily focused on helping customers achieve their financial goals.

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Bruceann Gomez is an Expensify Setup Specialist since February 2022. She is based in Colombia and has a professional background in multimedia journalism and sales.

About Our Presenter

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Founded in 2008, Expensify has become the global innovation leader in automated expense management. With offices in the United States, United Kingdom, and Australia, Expensify serves more than 100,000 businesses around the world. Alongside integrations with all major accounting softwares, Expensify offers the industry’s best receipt capture technology, automated credit card reconciliation, and a best-in-breed mobile experience. Expensify was recently included on the first-ever Forbes list of the world’s top 100 Cloud companies.