đź”— What's New
You can now export transactions from Workyard for use in QuickBooks Desktop, making it easier to bring expense data into your accounting workflow.
This export includes key transaction details—such as date, merchant, amount, cardholder, and any linked Workyard project or cost code—along with attached receipts, so supporting documentation stays connected to each transaction. You can export exactly the transactions you need and import them into QuickBooks Desktop without manual re-entry.
đź’ˇWhy This Matters
For teams using QuickBooks Desktop, moving expense data between systems has often meant extra steps and manual cleanup. This export simplifies the process by providing clean, structured transaction data with receipts included, helping reduce errors, speed up reconciliation, and keep your records audit-ready.
Whether you’re managing expenses day to day or preparing for month-end close, this export helps keep Workyard and QuickBooks Desktop aligned.