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Cleopatra
Level 2

Expenses

During a business trip, I paid  for expenses using the company credit card. After the trip, I uploaded the receipts to QuickBooks. I Imported the transactions from the linked credit card account. I need to assign the expense to the appropriate accounts. What should I do?

1 Comment 1
Kevin_C
QuickBooks Team

Expenses

Receipt 2.PNGIt's nice to have you in the Community space, @Cleopatra . I'll make sure you can assign the appropriate account for your expenses in QuickBooks Online (QBO).

 

Since you've uploaded the receipts to QBO, we can proceed to review them. Follow these steps to proceed:

 

  1. Go to the Banking menu, then select the Receipts tab.
  2. In the For Review tab, locate the uploaded receipts.
  3. Check the labels in the Action column to find out what steps you need to take next.
  4. Click Review to open and check the receipt.
  5. From the Account/Category drop-down, select the expense account for your travel expenses.Receipt 2.PNG
  6. Once done, select Save and close or Save and next.

 

For more details about the uploading process, please see this article: Upload your receipts and bills to QuickBooks Online.

 

If you're unsure of the accounts to use, I suggest consulting an accountant. They can advise you on the steps to take, and also keep your books accurate.

 

I'm adding these articles to learn more about how you can manage your receipts and bills in QBO:

 

 

Also, you can check out this article to read the frequently asked questions about importing data to QBO: Common questions about importing data to QuickBooks Online.

 

I'm just right here if you have more questions about recording expenses in QBO. I'll be happy to help you again. Take care and have a great day!

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