Expensify supports both direct and indirect accounting integrations. If your accounting software isn’t directly integrated, you can still export expenses and reports using a flat-file import.

When you select an accounting package, Expensify automatically generates a relevant export template. This makes it easy to transfer your financial data to your accounting system.

Set Up an Indirect Accounting Integration

From the Home Page

1. Select your Group Plan type while setting up your first workspace.
2. On the Home page, navigate to the Accounting Software task.
3. Choose your accounting software from the available options.
4. A confirmation message will appear, and the relevant export template will be added to your account.
5. The template will now be available under the Export To option on the Reports page and at the top of each report.

From Workspace Settings

1. Go to Settings > Workspaces > [Workspace Name] > Accounting.
2. Select an accounting package from the available options.
3. A confirmation message will appear, and the relevant export template will be added to your account.
4. The template will now be available under the Export To option on the Reports page and at the top of each report.

Exporting Reports for Your Accounting Software

Expensify provides two ways to export reports:

Export a Single Report

1. Open the report you want to export.
2. Click Export To in the top-left corner.
3. Select your accounting package from the dropdown menu.

Export Multiple Reports

1. Navigate to the Reports page.
2. Select the checkboxes next to the reports you want to export.
3. Click Export To and choose your accounting package from the dropdown menu.

How to create a custom export for unsupported accounting software

If your accounting software supports CSV imports but isn’t listed above, you can create a saved search that matches the format required by your accounting software.

1. In the navigation tabs (on the left on web, on the bottom on mobile), select Spend.
2. Select Reports.
3. Use Filters and Display to build a view that matches the fields required by your accounting software.
   • Use Filters to set the criteria for which reports and expenses should be included in the exported file.
   • Use Display to add, remove, and reorder columns to match your required file format.
4. Click Save and enter a name for the saved search, such as “Accounting Software Export”.

After creating the saved search, open it and select Export current view to download a CSV file that you can upload into your accounting software. Learn how to export data to CSV.

FAQ

Which accounting packages support indirect integration with Expensify?

Expensify offers pre-configured flat-file integrations for the following accounting platforms:

• Sage
• Microsoft Dynamics
• MYOB
• Oracle
• SAP