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tpaccounting
Level 1

Any app recommendations to monitor expenses on a per-category basis (example: Meals and Entertainment) and per-vendor basis (example: Microsoft)?

This can help me make sure I am sticking to our budgets.
2 Comments 2
AddieC
QuickBooks Team

Any app recommendations to monitor expenses on a per-category basis (example: Meals and Entertainment) and per-vendor basis (example: Microsoft)?

Hi there, 

 

While connecting third-party apps to QuickBooks Online is an awesome way to broaden the capabilities of the program, some features can be turned on directly within the account! If you're looking for a way to categorize your expense transactions (i.e. Meals, certain vendors, etc.), you can use the Class Tracking feature. I'll explain more below. 

 

Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. You must turn on class tracking before you can begin to use classes. You can turn on Class Tracking if you're using QuickBooks Online Plus. 

 

Once you've set up your Classes, you can run certain reports in QBO to help you manage your spending. For instance, try running the Purchases by Class Detail Report. This report will show you all the purchases you made for each Class. 


If this still isn't what you're looking for, you can find all the compatible third-party apps on our website here: QuickBooks Apps.

 

I hope this helps get you back on track. If you have any other questions, please don't hesitate to reach out to our tech support team.


Cheers. 

 

Fiat Lux - ASIA
Level 15

Any app recommendations to monitor expenses on a per-category basis (example: Meals and Entertainment) and per-vendor basis (example: Microsoft)?

@tpaccounting 

Explore this time tracker app with the expense management feature. You may limit the billable expenses on a project or matter

https://timesolv.idevaffiliate.com/222.html

 

 

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