When syncing expenses to QuickBooks, you may encounter the warning message: "Expense synced without payment method."
What the warning means
This warning means you have not yet selected which credit card, debit card, checking account, etc. you used to pay for the expense.
Until you select the payment method, QuickBooks will not be able to match the expense with its credit card and bank transaction feeds. This can result in duplicate expenses on QuickBooks.
Resolving the warning
To resolve this warning:
Click the pencil icon next to the expense to edit it.
In the "Payment method" dropdown, choose how you paid for the expense.
Click "Save", wait several seconds, then refresh the page.
The warning icon should now be replaced with a green check mark:
If you don't see a "Payment method" dropdown when you edit the expense, you likely still have some setup to complete:
Go to Materio's QuickBooks integration page.
Click "Manage purchasing methods."
Select all the accounts and cards your firm uses for expenses.
Click "Save"
After completing that setup, you should see the "Payment method" dropdown when you add or edit project expenses.