Smart Accounting Hub Expense Settings for QuickBooks Online
NAVIGATION Left Navigation Menu > Admin > Admin Categories > 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. |
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NOTE It is recommended to not enable any automatic sync settings until all other settings are configured. |
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| Sync Behavior Settings | |
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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. |
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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. |
