TriNet Expense Management supports the ability to import and map TriNet Expense Management categories with Quickbooks Chart of Accounts.
Import and Map Categories
1. Go to Settings > Personal Settings > Integration Mapping
(Note: Your integration QuickBooks Online needs to be set up first. If you have not done, follow the setup instructions and then return to this Help Topic)
2. Select the Sync Now button to gather your latest categories (chart of accounts).
3. After your chart of accounts are synchronized, map the TriNet Expense Management category (left column) with your Quickbooks chart of accounts (right column) by clicking on the category line and using the drop-down.
TriNet Expense Management allows the import of Expense Categories, Fixed Assets, Costs of Goods Sold, and Other Current Assets.
If one of your categories in the Quickbooks chart of account (right column) is blank, TriNet Expense Management will use the default category selected in the drop-down. These categories derive from your Quickbooks chart of accounts or categories.
When exporting a report to Quickbooks as a bill, the Vendor selected in the drop-down will be the first Vendor to appear in the list to assign the bill to. The vendors are only visible when reports are being exported to Quickbooks.
For further assistance please contact email@example.com.