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Flipinpc
November 28, 2019
Question

Expense Reports

  • November 28, 2019
  • 1 reply
  • 0 views

I am new to Quickbooks (as of yesterday) and have to say I am not impressed with this software. I am using the Canadian version of "Self Employed" and I use a MacBook and iPhone to access the Intuit app and desktop.

I mention the Apple products as the tech person I was speaking with after hours of troubleshooting said "didn't know and that makes a difference". 

Anyway, everything is up and running. All my expenses (both personal and business) are listed. My bank accounts are all entered and yesterday (my first day) I sent one of my clients an invoice. All good.

Now I want to send the same client an Expense Report. A simple Expense Report and nowhere (not even in the intuit search engine) can you locate an Expense Report. It's crazy but what am I missing here?

I am about to cancel my subscription but wanted to throw it out there to the community. Anyone?

1 reply

L
LauraAB
November 28, 2019

Hello Flipinpc,

 

I appreciate all the details you've given. I'll do what I can to explain what's going on and sort this out with you so you can make the best decision for you and your business.

 

It's great that you're using QuickBooks Self-Employed. It sounds like it's meeting your needs in regards to sending out invoices to your customers and in terms of what it can do to manage both your personal and business transactions. Now let's take a look at the reports.

 

QuickBooks Self-Employed has a limited number of reports: the Mileage Log, the Profit and Loss report, the Receipts report, the Tax summary report, and the Tax details report. If those are the only ones you're seeing, you're not missing anything.

 

This version of QuickBooks is the most basic of our QuickBooks products and doesn't have a lot of the details and options that QuickBooks Online and QuickBooks Desktop have, for instance. If you're hoping for a broader range of reports that you can view and even send to your customers and vendors if needed, I recommend considering QuickBooks Online instead.

 

Please note, however, that QuickBooks Online is not built to handle both personal and business transactions, so if that's a necessity for you, sticking with Self-Employed is the way to go.

 

I've got a few links here to help you as you consider your options. Check them out below.

 

To speak with dedicated QuickBooks Self-Employed support about the options available to you in the product, select the Assistant icon (in the upper right when using a browser or the lower right when using the mobile app) and type "talk to a human." This will connect you with an agent that can give you more details.

 

Take care and have a great day!

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