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Geetika Khanna
May 5, 2020
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How employees can submit expenses in QuickBooks? Is there any mobile app to submit employee expenses?

  • May 5, 2020
  • 1 reply
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As an employee, if I incur an expense on behalf of the company, how can I submit it for claim?
Best answer by Rose-A

Hi 

Thanks for your response.

I am looking at expense management system for employee expenses.

1 - How employee can enter expenses and submit for approval?

2 - Then, how approver can approve the expenses?

3 - Lastly, how Finance Manager/accountant can pay the expenses?

Is there any mechanism for this in QuickBooks? How employees submit their expenses for reimbursement?


Hey there, Geetika Khanna.

 

You can look for a third-party application that allows you to manage employee's expenses and reimbursement since this feature isn't available in QuickBooks Online. Please visit our Apps page through your QBO account.
 
Here's how:
 

  1. Log in to your QuickBooks Online account.
  2. From the left pane, click on Apps.
  3. Search for apps in the search box.

QuickBooks displays the list of applications available that matches the description you entered. Once you find the right app, click on it to open. You can also visit this link for a better view: https://apps.intuit.com/. From there, you can find different apps that are compatible and designed to work with QuickBooks Online.
 

Also, you can always visit our Help Articles page for QuickBooks Online in case you need some reference for your future tasks.


I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

1 reply

AlcaeusF
AlcaeusF
May 5, 2020

Welcome to the Community, @Geetika Khanna.

 

Let me share what I know about entering employee expenses in QuickBooks Online.

 

If employees have access to the account, they can use the Journal Entry feature to record the expense. However, this option is still unavailable in the mobile app.

 

Here are the steps:

 

  1. Click the + New button.
  2. Select Journal entry.
  3. On the first line:
    1. Below Account, select the liability account.
    2. Under Credits, enter the amount you owe your employee.
    3. Select the Name ▼ drop-down and find the name of your employee.
  4. On the second line:
    1. Under Account, select the expense account that fits the purchase your employee made.
    2. Under Debits, enter the amount of purchase.
  5. Select Save and close.  

You can also check for any third-party apps available through these steps:

 

  1. On the left panel, go to Apps.
  2. Go to the Find Apps tab.
  3. Search for apps.

For additional reference, I've attached some articles you can use to enter transactions, like how you can pay your employee a reimbursement:

 

Let me know in the comment section below if you have any other questions. Have a great day ahead.

    G
    Geetika KhannaAuthor
    May 5, 2020

    Hi

    Thanks for your response. 

    Is there any expense management system?

    Is there any mechanism, where employee can submit expenses, approver approves it and finance manager pays it?

    How employees submit their expenses? 

    JasroV
    JasroV
    May 5, 2020

    Thanks for sharing the details, @Geetika Khanna.

     

    And yes, there is an expense management system in QuickBooks Online (QBO). You can check our Manage Suppliers and Expenses page for reference. From there, you can read great articles and learn some best practices in supervising your expenses.

     

    Also, I'd recommend searching for a third-party app that has the feature you need. You can follow the steps provided by my peer AlcaeusF above on how to look for a third-party app in QBO.

     

    Additionally, do check our Help articles page to learn some tips and tricks in managing your QBO effectively.

     

    In case you have other concerns or questions in the future, you can always get back to me. I'll be here to help you. Take care and keep safe!

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