how to enter expense receipts in quickbooks

As a workaround, I have catch all vendors such as “Auto” and Restaurants” in QBO to assign these types of transactions.

I don’t usually recommend adding vendors in QBO for one-off things like gas stations and restaurants. The only thing I didn’t like (at first) is that the vendor is a required field. Most credit card receipts show the last four digits of the card used, which in RB you can associate with the account in QBO.ĭext can extract the vendor (they call it Supplier) and you can create rules that automatically assign the category (expense account) for future items. What is very cool is the ability to show only specific expense accounts in QBO, thus eliminating the risk of errors in classification.ĭext can extract not only the date and amount, but also the payment account used. You can add the option to allow them to categorize transactions and include customers and classes, if desired, to speed up processing. A user can just snap a photo of a receipt on the app and submit. I can create as many users that I want, even if they are not users in QBO. This can be shared with anyone I wish that I would like to forward documents but I can also create a unique email address for each user. I can create my own unique email address for forwarding of emails, with or without attachments.

How to enter expense receipts in quickbooks