I have a couple of employees who have the company's debit card. They paid for travel expenses with the card, but I am unsure of how to book the expenses on QB desktop.
Is there anyone in this community who can assist?
Thank you very much in advance
Solved! Go to Solution.
Hi there, Vinyl_records. I'm here to provide ideas about recording travel expenses in QuickBooks Desktop (QBDT).
In QBDT, we're unable to create expenses. As a workaround, we can write a check. Beforehand, let's set up a Travel expense account we can use to link in the transaction.
Here's how to set up an account:
If unsure, consult an accountant to help you decide what account to use.
After that, we can now create a check for travel expenses. I'll show you how:
Additionally, I've added an article for more information: Create, modify, and print checks. It will give you instructions on how to void a check as well as a link to a guaranteed check that is compatible with QuickBooks Desktop.
Feel free to leave a comment below if you have further concerns about recording travel expenses in QuickBooks Desktop. I'll be happy to lend a helping hand. Stay safe!
Hi there, Vinyl_records. I'm here to provide ideas about recording travel expenses in QuickBooks Desktop (QBDT).
In QBDT, we're unable to create expenses. As a workaround, we can write a check. Beforehand, let's set up a Travel expense account we can use to link in the transaction.
Here's how to set up an account:
If unsure, consult an accountant to help you decide what account to use.
After that, we can now create a check for travel expenses. I'll show you how:
Additionally, I've added an article for more information: Create, modify, and print checks. It will give you instructions on how to void a check as well as a link to a guaranteed check that is compatible with QuickBooks Desktop.
Feel free to leave a comment below if you have further concerns about recording travel expenses in QuickBooks Desktop. I'll be happy to lend a helping hand. Stay safe!
I record them using the bank register. Instead of a check number, enter "Debit" or similar.
Thank you so much, @CharleneMaeF, but who will be the Payee? If I issue the check to the employee (which is a 1099), it will show at the end of the year as part of his payments.
I apologize for the lack of QB knowledge
Thank you,
Thanks for getting back with the Community, Vinyl_records. I'm happy to hear CharleneMaeF's steps were able to help you identify how to post employee travel expenses.
A payee is typically who the check is paid to, but it can vary depending on the scenario. If you're unsure who to enter as your Payee when writing checks, I'd recommend working with an accounting professional. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
Here's how it works:
Once you've found an accountant, they can be contacted through their Send a message form:
You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
If there's any additional questions, I'm just a post away. Have a lovely Thursday!
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