Question

What is the best app to suggest to employees to utilize regarding personal expenses to be reimbursed via check out of Quickbooks. Need to utilize multiple COA codes.

Forum|Forum|2 years ago
May 21, 2024
2 replies
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Currently I manually cut a check and input each description line item per chart of account #. Would like to have mobile app employees can use for receipts and tracking to submit for expense reimbursement. HOW DO I DO THAT efficiently?

QuickBooks Online

I

IrizA

I know a way for you to reimburse your expenses, Jennifer. Let me share some information regarding this matter.

In QuickBooks Online, there's a feature called Expense Claims that allows you or your employees to upload receipts and match them to expenses. If you're using QuickBooks Online Advanced, you can access this feature through the Expense menu. However, if you are using QuickBooks Online Payroll, you'll need to invite your employees before they can utilize this feature.

Here's how:

Go to the left navigation panel and press the Expenses menu.
Choose the Expense claims.
Click the New Expense Claim.
Select either Upload receipt or Enter expense info manually.
Follow the on-screen process.
Once done, you can now go to the For Review tab.
You'll be able to see the transaction. You can click the Create Expense, Review, or Find a Match.
Follow the on-screen process.

On the other hand, if you're using QuickBooks Online Simple Start, Essential, and Plus, accessing this feature is currently unavailable. Alternatively, you can go to the Apps menu within your QuickBooks Online company file and explore from there. Kindly follow these steps:

Go to the Apps menu located at the left navigation panel.
Click the Find Apps.
In the Search Bar icon, enter your business needs.

If you're interested in using the Expense claims feature, it's important to note that this functionality is exclusively available with the QuickBooks Online Advanced subscription. Therefore, to access this feature, you would need to upgrade to QuickBooks Online Advanced.

In addition, you can visit this website to learn more about setting up your employees with an account so they can submit their expense claims: Set up employee expense management in QuickBooks Online Advanced.

Furthermore, you can also enter and manage expenses in QuickBooks Online to track your sales and expenses.

Feel free to let us know whenever you need us or have more questions regarding uploading your receipts for reimbursement. We're still here to help you out.

S

SIAB

@jennifer-oberle-

You can explore expense management apps to integrate with QBO.

https://get.navan.com/quickbooks

https://go.zoho.com/C55