ExpenseBot pushes expense reports directly into QuickBooks Online with one click. You choose the export type in the push dialog:
Bill (default) — for reimbursable expenses. Creates a single Bill payable to the submitter, with one line item per expense row, mapped to your GL accounts. Use this when staff submit out-of-pocket receipts to be paid back.
Purchase — for expenses the organization already paid. Creates one Purchase per row posted against your bank or credit card account, ready for bank-feed matching in QBO. Use this when the company card was charged and you want the transactions to reconcile against your feed.
Invoice — for vendor invoices. Creates one Bill per vendor, grouped by merchant, with PO numbers and due dates.
Class and Customer tagging — available on all three export types (Bill, Purchase, and Invoice). When you push a report, set a Class and Customer once in the export dialog and they apply to every line item. The recommended workflow: organize your reports so all rows in a single report belong to the same grant or donor — then set Class = grant and Customer = donor once at push time. No per-row tagging needed. See the Class and Customer tagging guide for the full setup workflow.
Tax account routing — route tax lines to a dedicated GL account instead of lumping them into the expense line. Useful for grant reporting where you need to separate tax from the base expense amount.
Connect your QuickBooks Online account directly from the ExpenseBot dashboard via OAuth — no app-store install needed. Accountant dashboard (free forever) lets you manage multiple client QBO files from one login. For other accounting software, use the Export Setup feature which works with any accounting package.