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February 6, 2021
Question

New client, select "expenses",get a page , "all your expenses in one place, and at the bottom there is a green box "connect bank" and a box " add expense manually"

  • February 6, 2021
  • 1 reply
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1 reply

Rebecca R
February 8, 2021

Hello pstax77,

 

Thanks for being a member of the QuickBooks Community! I love that you're helping your client get set up with QBO and are beginning the process of entering Expense transactions into their books. Let me explain what you're seeing when you navigate to the Expenses page in QuickBooks Online.

 

Since this is a new subscription, you're being presented with the option to connect your client's bank accounts to QuickBooks Online. This feature means that you'd be able to navigate to the Transactions or Banking tab and have a direct feed of transactions straight from their financial institution. You could use this feature to add income and expense transactions directly into their books. 

This feature isn't necessary to use though, so if you'd prefer to manually enter Expense transactions, simply select the option to Add expense manually. If you'd like to connect the bank at a later time, you can navigate to the Transactions or Banking tab to do so. You can learn more about the bank feeds feature by checking out the articles below:

 

 

Let me know if you have more questions about this and I'm happy to give you a hand. Have a great day!