A QuickBooks credit card register is exactly the right place for your company card expenses to land — but what about those times where you want to take a look at the data in a customized Excel template? You know, the times where you want to drill down with a pivot table, create a time-series chart of certain expenses, or apply some formula-based magic to do a custom audit? We’ll show you how.
QuickBooks Credit Card Register: Grant Access
Before we can help you with just about anything related to QuickBooks, you need to go to Settings → QuickBooks, click on “Connect to QuickBooks”, and follow the authentication steps.
By the way, one of the helpful things about using apps from Intuit App Center is that Intuit is the gatekeeper for your data — so you can turn on/off access to any app, any time, on Intuit App Center.
QuickBooks Credit Card Register: Delegating Cards
Once you’ve connected ProOnGo to QuickBooks, if you want to head down the path of running some fancy Excel reports based on your credit card registers, start by going to Settings → QuickBooks and syncing one or more of your credit card registers into one or more usernames in your account. For now, just set up the sync destination for the particular credit card registers that you want to include in your customized report.
You’ll have to wait a few minutes after setting up this configuration, because it’s entirely possible that your settings will cause us to retrieve hundreds or thousands of credit card transactions, and that’s not quite instantaneous yet.
QuickBooks Credit Card Register: Running a Custom Report
Once you’ve got one or more QuickBooks credit card registers syncing into your account, you’ll find the transactions in Expenses → Corporate Card Expenses. That’s where, for example, you can make edits to any of the transactions and have them sync back into QuickBooks automatically.
However, for the sake of this particular post, what you’ll want to do is set up the Filter button just right so that you’ve focused in on exactly the date range that you want to include in your report.
Then, click the Report button, to send the pile of expenses to an Excel report – most likely a custom Excel report that meets your precise needs:
If you’ve got a new Excel expense report template that you hadn’t yet uploaded, that you now want to use, just click the “Make a New Report Format” link that you’ll see after you press the Reports button. Your custom report format can be full of magical Excel formulas, pivot tables, tabs with various computations, etc. Pretty much anything you can do in Excel, is fair game for having in an XLSX that you upload as a custom format.
Your Report: Want to tell us the “why”?
One of the most interesting support topics at ProOnGo is when users show us an elaborate scenario that they are fulfilling with a combination of our QuickBooks feature set and our custom Excel exports. Your ingenuity on that front never ceases to amaze us. We love to hear what specific needs you are fulfilling with those features, because that guides our decision making process for how to make these features even better in the future. So, please do share your insights with us early and often.