Skip to main content
M
monika082022
August 31, 2022
Question

Expense Claims & Payroll

  • August 31, 2022
  • 1 reply
  • 0 views

We are having an issue using this feature. After approving and submitting an expense claim through this feature, we don't see an option to link it when we process payroll for our employees. And so we create a new expense (on Run Payroll). When we reconcile the direct deposit including this new expense, the expense claims are left un-reconciled. How should we proceed with this moving forward and how can we clear the expense claims on the reconciliation page without deleting it? We also do not want to leave it there or reconcile it. Is there a way to link these expense claims when running payroll?

    1 reply

    C
    ChristineJoieR
    August 31, 2022

    Hi there, @monika082022.

     

    I'm here to share some information about the expense concern in QuickBooks Online payroll.

     

    In your situation, the data will show a duplicate once you manually enter another payroll expense. When you run payroll, QuickBooks Online will automatically record it as a direct deposit. What we can do to resolve the pending transaction is to delete the other one.

     

    On the other hand, you can check out this link for more hints about the different payment methods in QuickBooks Online: Ways to pay your employees.

     

    Do you wish to examine your company's finances in more detail? You can view useful data about your company and employees using a variety of payroll reports. This article explains these reports to you as well as how to access them: Run payroll reports in QuickBooks Online Payroll.

     

    Additionally, let's discover how to use QuickBooks Online Payroll to complete this year's payroll and get ready for the next. Get things done in this article: Year-end checklist for QuickBooks Online Payroll.

     

    Feel free to come back if you have any other questions or concerns. It's my priority that your payroll issue is resolved. Have a great day! 

    M
    monika082022Author
    September 1, 2022

    Hello Christine,

     

    Thank you for your time on this.

     

    We tried deleting the duplicate ones (expense claims) in the past. But we find that by deleting them, it creates an issue for our invoicing (since the expense claims are linked to the invoices).

     

    To fix the current issue, is there another way to do this? Is it possible to move them to an accounts payable section perhaps?

     

    Also, to avoid this issue in the future, what should be done? Is there a way to link the expense claims when running payroll?

     

    We contacted QBO through live chat but it did not resolve our issue.

    They advised not to delete it as it may case issues (which we agree with)

    Their solution is to either leave it there and not reconcile it (but we don't want to do so)

    Or reconcile it, but it will affect our balance. 

     

    Thank you for your help!

     

    Terms & ConditionsAccessibility statement