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How to review your expenses before exporting to QuickBooks

Updated this week

Before exporting expenses from Pemo to QuickBooks, finance teams should review them for accuracy and compliance. Pemo makes this fast and efficient by turning your Accounting Export page into a smart to-do list.


Why reviewing matters

  • Prevents duplicate work

  • Ensures all required accounting fields are complete

  • Leverages Pemo Copilot for faster categorization

  • Keeps exports clean and audit-ready


Expense statuses explained

Each expense in the Accounting Export page has a status to guide your workflow:

  • Incomplete: A required field is missing (e.g., Chart of Account, Vendor, VAT)

  • Complete: All required fields are filled

  • Ready for Export: The expense has been reviewed and marked ready by your team

Only settled expenses appear in the Accounting Export view. Authorized but unsettled expenses won’t show up until their billing amount is confirmed.


Automate with Pemo Copilot

When Copilot is activated, Pemo automatically categorizes expenses by:

  • Chart of Account

  • Vendor

  • VAT

This saves time and improves accuracy. You can always review or edit Copilot’s suggestions before marking expenses as Ready for Export.

If Copilot wasn’t activated during setup, you can enable it anytime in your Accounting Settings.


Bulk actions for efficiency

If you manage large volumes of expenses, bulk actions make processing faster.

Here’s how:

  1. Apply filters (e.g., all transactions from Careem)

  2. Select all matching expenses

  3. Use Edit to assign fields like Account, Vendor, or VAT

  4. Mark all completed expenses as Ready for Export in one go


Review individually with full context

Some expenses need a closer look — Pemo’s detail view makes that simple:

  • View receipts and expense details side by side

  • Check payment status, approvals, and policy compliance

  • Seamlessly switch between expenses without closing the detail page


Next step: Export to QuickBooks

Once your expenses are marked as Ready for Export, you can proceed with exporting them directly to QuickBooks.

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