How to financials: Difference between revisions
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PEX cards are given to area hosts to spend from allocated budgets. | PEX cards are given to area hosts to spend from allocated budgets. | ||
=== Importing Pex Transaction === | |||
* Log in to https://admin.pexcard.com | |||
* Go to Reports >> [https://admin.pexcard.com/#/admin/export/ Export to QuickBooks™] | |||
* Verify that the month you want to import has not already been imported. Reimporting transaction data makes a quick mess in quickbooks. | |||
* Export a single entire completed month only. | |||
* Log into quickbooks at [https://qbo.intuit.com/app/homepage] | * Log into quickbooks at [https://qbo.intuit.com/app/homepage] | ||
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex | * In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex | ||
* | * There will be an Update Box with a Dropdown Arrow next to it. Click the Arrow. | ||
* Select File Upload | |||
* Upload the QBO file you downloaded from the pex site. | |||
== Resolving == | == Resolving == | ||
