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M
Malibu5
February 18, 2022
Solved

reimbursment employee

  • February 18, 2022
  • 2 replies
  • 0 views

Normally i do reimbursements via pay roll, however if we have recently reimbursed our employee direct from bank 1st then it comes over on the bank feeds

Which is the best way to enter this into quickbooks

Best answer by IntuitSheila

Ok great 


Do you have to add employees as suppliers at all .

 

 


Hi Malibu5,

 

If you've turned on payroll in QuickBooks Online and added employees on the list, when you create an expense transaction you should be able to see the employee's name from the drop-down list. There's no need to add the employee as suppliers at the same time.

 

Thanks for getting back to us. Have a nice day!

2 replies

I
IntuitAika
February 18, 2022

Hi Malibu5,

 

You can enter employee reimbursement via expense and match it to your bank feed. Let me show you how. 

 

  1. Click on the + New button and select Expense.
  2. Select the Payee drop-down menu and find the name of your employee.
  3. Select the Category drop-down menu, then select a liability account or you can add a new account. 
  4. Enter the other information like the Amount, Billable or Customer.
  5. Select Save and close.

Once done, you can go to Banking page and click on Find match on the bank feed to match it to the expense transaction created. 

 

For more detailed information, you can check on these articles: 

 

Reimburse an employee

Categorise and match online bank transactions in QuickBooks Online

 

Let me know if you need further assistance with recording an employee reimbursement. Have a great day! 

M
Malibu5Author
February 18, 2022

Thank you for your reply

 

So say employee pays for tools at supplier how would you show this against the reimbursement 

I
IntuitSheila
February 18, 2022

Thanks for getting back to us, Malibu5!

 

The step provided by Aika is one way you can record an employee reimbursement in QuickBooks Online. If the expense reimbursement is showing in the For Review tab, and you did not record any manual transactions in QuickBooks Online you can categorize and add the bank feed as an Expense and allocate it to the expense reimbursement category you're using.

 

If you wanted to add the expense reimbursement under the pay run, select the Actions button and click Add expense on the unfinalised pay run. Here's how:

  1. Click on the Employees tab.
  2. Click on New pay run.
  3. Fill out the pay schedule, pay date, and etc.
  4. Click the employee name, and click on the Actions button.
  5. Click on Add expense.
  6. Select the expense reimbursement category, and enter the amount.
  7. Click on Save.

Then, an expense line item will be added to the pay run.

 

Feel free to reply to this thread if you still need more help with QuickBooks Online. We're here to help you.

    D
    djurcinovska1
    June 20, 2022

    How do you do them Via Payroll? that's what I'm trying to figure out.

    I
    IntuitAika
    June 20, 2022

    Hi djurcinovska1,

     

    Thanks for joining the thread. You can refer on the steps provided by my colleague, Sheila if you would like to add employee reimbursement on a pay run. 

     

    Here's how:

     

    1. Click on the Employees tab.
    2. Click on New pay run.
    3. Fill out the pay schedule, pay date, and etc.
    4. Click the employee name, and click on the Actions button.
    5. Click on Add expense.
    6. Select the expense reimbursement category, and enter the amount.
    7. Click on Save.

     

    Feel free to leave a comment below if you need further assistance. Have a great day! 

     

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