To handle this, we recommend using the Single-Attachment Workflow, which connects both your expenses to one receipt for audit purposes,
@Don-Boresky.
First, let's attach the receipt to the main trip charge.
- Go to Transactions, then Receipts.
- Upload the Uber receipt image using the Upload tool or the Receipt Snap app in QuickBooks Online.
- In the Receipts tab, QuickBooks will suggest a match for the receipt. Click Match to link it to the largest transaction (the main trip cost) downloaded from your credit card.
Next, categorize the tip and add a note.
- Go to Banking, then Bank transactions.
- Select your Credit Card account.
- Find the separate, smaller Tip transaction in the For Review tab.
- Click the transaction and fill in the fields.
- Select the correct expense account (like Travel Expenses).
- Payee: Enter "Uber."
- Note (Memo Field): Write a reference like: "Tip for Uber trip on [Date]. Receipt attached to the main charge of [Amount] matched today."
- Click Add to record the tip.
I see you considered using a Bill. While the Bill is flexible, they’re specifically for tracking Accounts Payable (money you owe) before you make a payment. Since both the trip charge and tip were immediately paid with a credit card, using the Expense and Banking workflows is faster and avoids extra steps in your bookkeeping process.
Please let us know if you have further concerns.
