Employee Expenses for QBO Admin

JK_78 · ‎February 10, 2023

I am trying to setup the Employee expense module portion of QBO, and wish to set myself up as I will be submitting expenses just as any other employee will.

However I cannot add myself as it says email address already in use. I really hope that I don't need 2 accounts to do this?

Any help gratefully received

ChristineJoieR · ‎February 10, 2023

I understand the need to add yourself to manage an employee expense in QuickBooks Online, @JK_78. I'll share some details regarding this matter.

In your case, we will need to create another email so you can add yourself successfully.

Additionally, for the detailed step on how to add employee expense claims: Set up employee expense management in QuickBooks Online Advanced.

Lastly, I'm adding this page to get other resources for managing employee-related tasks and getting records accurate: Manage employees.

Keep me posted if you need other assistance creating invoices and jobs in QuickBooks. Have a nice day.

View solution in original post

Ashleigh1 · ‎February 10, 2023

Hello JK_78, Thanks for posting on the Community page, If it is QBO advanced it’s the user permissions, if it is for payroll and advanced then yes you will need to have two email addresses.

JK_78 · ‎February 10, 2023

There does not seem to be the option of amending the user permissions on the Primary admin, we do not have payroll. Definitely on the Advanced plan

I show up in the employee listing when adding a expense claim user, but as soon as I select myself in the add user for Expense claims it says That a user with that email already exists

Any other ideas, seems odd that finance users cannot access the expenses portal side

ChristineJoieR · ‎February 10, 2023

I understand the need to add yourself to manage an employee expense in QuickBooks Online, @JK_78. I'll share some details regarding this matter.

In your case, we will need to create another email so you can add yourself successfully.

Additionally, for the detailed step on how to add employee expense claims: Set up employee expense management in QuickBooks Online Advanced.

Lastly, I'm adding this page to get other resources for managing employee-related tasks and getting records accurate: Manage employees.

Keep me posted if you need other assistance creating invoices and jobs in QuickBooks. Have a nice day.

Topics

Training

Community

Resources

Employee Expenses for QBO Admin