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Reimbursements Export Overview

  • Updated

Float allows you to export Reimbursement reports for accounting purposes, either through direct integration with your accounting software or by exporting a CSV file.

This article will provide you with a high-level overview of our export feature for Reimbursements. 

Export Methods 

You can export Reimbursements in one of two ways:

  • Direct Integrations: Float Reimbursements currently integrates with QuickBooks Online (QBO), Xero, and NetSuite.
  • CSV Export: If you don't have integrated accounting software, you can export your reports as a CSV file.

Please Note: Only approved Reimbursements reports can be exported

 

Mapping Spenders to Vendors

For seamless exports, users submitting Reimbursement requests must be mapped to Vendors in Float. 

Please review our Help Centre article below for detailed instructions on mapping Spenders to Vendors in Float:

Mapping Spenders to Vendors

 

Exporting Reimbursements to Integrated Accounting Systems

Float supports direct integrations with QBO, Xero, and NetSuite. It simplifies your expense management by automatically syncing your Reimbursements reports as itemized bills.

To enable direct exports, you'll need to configure your accounting integration. Please follow the instructions in the specific set-up guides below based on your accounting software.

 

QuickBooks Online (QBO)

To get started, see: QBO Integration Guide 

For a deeper look at the entire process, see: Reimbursements & QBO

Xero

To get started, see: Xero Integration Guide 

For a deeper look at the entire process, see: Reimbursements & Xero

NetSuite

To get started, see: NetSuite Integration Overview 

For a deeper look at the entire process, see: Reimbursements & Netsuite

 

Exporting Reimbursements as CSV

If you don't have an accounting integration, we make it easy to export your Reimbursement reports as a CSV file for manual processing.

For a deeper look at the entire process, see: Exporting Reimbursements as CSV

 

Daily Sync & Export Errors

Reviewed and approved Reimbursements are synced daily to your account software at 10:00 am EST as Unpaid or Paid bills. If a Reimbursements syncs as Unpaid and is later Paid from Float (not "Marked as Paid"), the payment status of the bill will be updated in your accounting system with the next sync. 

If there's an error with the sync after payment, this will be reflected in Float at 10:00 am EST the next day when the daily sync occurs. 

 

 

 

 

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