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Expense Management
New! Export Expense Transactions to Quickbooks Online
đ Whatâs New
You can now export Workyard Visa Debit Card transactions directly to QuickBooks Online (QBO).
Approved expensesâincluding receipts and job or cost code allocationsâcan be pushed into QBO instantly. You can also mark eligible transactions as billable, making invoicing in QBO faster and easier.
đĄ Why This Matters
- Eliminate manual data entry between Workyard and QBO
- Speed up month-end close with fewer reconciliations
- Improve accuracy of expense categorization
- Keep project costs clean and up to date
- Turn expense tracking into effortless client billing
- Maintain real-time financial reporting without extra steps
đ ď¸ Get Started
- Go to Expenses â Accounting.
- Connect to QuickBooks Online (if you havenât already).
- Select your Workyard Business Checking Account in QBO.
- Choose the transactions ready for export and send them over.
