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October 3, 2021
Question

How do I see my expenses? I click on Expenses and I get a window asking me to connect my bank...which is already connected. QBO doesn't show/list expenses?

  • October 3, 2021
  • 1 reply
  • 0 views
According to all the documentation, videos, etc., I should be able to manage, edit, delete expenses...but there doesn't seem to be a way to do so.

1 reply

October 4, 2021

Hi steve74,

 

Thanks for reaching out to Community.  Welcome Back!  QuickBooks Online allows you to view, manage, edit and delete expenses when needed.  I'd be happy to assist you with this!

 

Based on the information you've provided and the message to connect your bank, I'd first recommend clearing cache and then login to your account in a private/incognito browser.  Once you're logged in, to review expenses that have been recorded in your account you'd go to Expenses > click on the History icon in the top left corner (looks like a clock with an arrow) and then select View More.  This will show a list of all expenses and you'll be able to select one to open it and make any changes necessary, save and close.

 

If you're looking for receipts that have been uploaded or emailed, you'll go to the Transaction tab and then click on Receipts.  You can review your uploaded receipts and QuickBooks will let you know if there are existing transactions that match.  For more details on this process, click here to review a step-by-step article.

 

If you need additional assistance or have any other questions or concerns, please feel free to reach back out.  We'd like to help!