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Syedahmedawh
March 21, 2021
Question

Can I automate expense voucher Ref no. in Quickbooks Online?

  • March 21, 2021
  • 1 reply
  • 0 views
I would like to do so to avoid duplicating the Ref nos. At present we are having difficulties to know the previous Ref no. because we will have to go in the history to find out what was the last ref no.

1 reply

R
Rea_M
March 21, 2021

I can see the importance of automating your expense voucher's Ref no. in QuickBooks Online (QBO), @Syedahmedawh. That's why I'm here to share details about this so you can manage your business expenses accordingly.

 

Currently, the system will automatically fill in your Cheque's Ref no. while you're printing them. However, there isn't an option to automatically populate the Ref no. field when you're creating an Expense transaction. You'll have to manually find out the last one you've used to avoid duplicates and input the next one in the Ref no. filed.

  1. Go to the Expenses menu.
  2. Select the Expenses tab.
  3. Click the Filter option to choose the transaction you want.
  4. Select Apply.

 

From there, manually check the last Ref no. used. Then, input the next one when creating a new expense transaction.

 

In the meantime, I'm adding this article to further guide you in recording, editing, and deleting your expenses in QBO: Enter and manage expenses in QuickBooks Online. It also includes details on how you can review your business expenses by pulling up a report.

 

Let me know if you have other concerns about managing your expense transactions or inquiries about Ref no. in QBO. I'm just around to help. Take care always.

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