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RichCor
Level 1

Expense App Question

Hello All,

 

I am looking for a basic app for Quickbooks Online that will allow me to enter in monthly bills/expenses (like utilities etc.) to track them electronically. I just want to be able to add vendors, amounts, due dates, and paid status. Being able to scan/add via picture would be nice but not required. Nothing more beyond this is needed, and free would be ideal. Anyone have any good suggestions?

6 Comments
MorganB
Content Leader

Expense App Question

Hey there, RichCor.

 

Thanks for reaching out here in the Community. You've come to the right place for help with QuickBooks. I'd like to offer my assistance regarding the app you're in search of.

 

While I can't say for sure which app would suit your business the best, I can show you where to go to research all of the apps that are available to you. The list can be accessed directly through your QuickBooks Online account by clicking the Apps tab in the left navigation bar, or you can access them at: https://apps.intuit.com/.

 

I entered the word "vendors" in the search bar and came across a few options that may interest you. Several of them have excellent ratings, which is what usually draws my attention.

 

I hope this info helps you find what you're looking for. Feel free to reach out to me if you have any other questions.

 

Anonymous
Not applicable

Expense App Question

Hey @RichCor,

 

Sounds like essentially you want an image capture app that will automatically fill out the data for you? Are you thinking of a QR scan that has this sort of data embedded in?

 

If you just need an image upload feature, you can add images to expense (for already paid expenses) or bill (to-be-paid expenses) transactions in QuickBooks Online out-of-the-box, no app required. 

JAGRProjects
Level 1

Expense App Question

Hello @Anonymous,

 

Thank you for the reply, but that isn't quite what I am looking for. I am looking for something to keep track of expenses, what is due, paid, etc. I don't need anything to enter the information for me. Something similar to Circulus but I don't need a lot of the additional features and preferably at a lower price point.

 

Thank you,

Anonymous
Not applicable

Expense App Question

Hey @JAGRProjects,

 

Thank you for the additional information. As a followup, is there something the expense features in QuickBooks Online cannot do out of the box that you need? 

JAGRProjects
Level 1

Expense App Question

Hello @Anonymous

 

Yes, the ability to add expenses, payment due date, and paid status. You can add what expense you have paid but the other options I don't see.

Anonymous
Not applicable

Expense App Question

Hey @JAGRProjects,

 

Now I think I understand. So, in QuickBooks you can create an expense for items already paid and a bill for an expense that is yet to be paid. Bills that are yet to be paid are marked with the "make payment" option. bills.PNG

 

Once the bill is paid, the status will be set to "paid."

 

On the bill form itself, you can add a due date. This form will look very similar to an invoice, just think of the process in the opposite. 

 

bills2.PNG

 

You can see all of your open bills alongside expenses in the Expenses Tab. There's a quick setting you can adjust that will make the status and due date show up on the dashboard. It sounds like these might be turned off for you. Click the small gear icon in the corner and enable them with the checkboxes. Expenses are already paid, so they automatically have the "paid" status, but your open bills will be marked as "open" until you "make a payment." 

 Screenshot (267).png

 

Now, besides these features, it also sounds like you're interested in a customer-facing component? 


 

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