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How do I give access to a company credit card holder to use the mobile app to take pictures of receipts and simply have them upload into QBO??? Don’t tell me this BASIC simple everyday business process is not available without giv8ng user access to financial information
Hello there, Bo-Orlando.
The option to upload the receipt without access to financial is not possible in QuickBooks Online. However, we can add a standard user to give access to upload a receipt in your QuickBooks Online. Take note that there's a limitation of billable users. Let me help you on how to do it.
Here's how:
4. Select Save.
5. Ask the user to sign out and sign in again to QuickBooks Online to see the updates.
If you want to add new users, you can check this article for details: Add and manage users in QuickBooks Online.
You can check this guide here for more details on how many users are billable in QuickBooks Online: Learn about usage limits in QuickBooks Online.
If you have any further concerns about uploading a receipt in QuickBooks Online, please don't hesitate to share them with the community. Stay safe!
You can use an expense management app to integrate with QBO.
Do you have any recommendations? Does it integrate with projects feature... or does it replace that aspect of Quickbooks.
I understand that you are looking for a solution that integrates with QuickBooks and offers project management features, tricoteuse.
While I cannot recommend a specific app, I can help you locate apps within QuickBooks that integrate with it. QuickBooks has more than 750 well-known business apps that include project management features and are compatible with QuickBooks.
To find these apps, follow these simple steps:
Regarding your other question, you can find the answer by reviewing the integration capabilities of the respective app.
You can explore the specific integration details of the project management app that you are interested in to determine whether it complements the projects feature of QuickBooks or replaces it. You can usually find this information on the app's website or within the app's documentation.
Moreover, for future reference, you can check this guide on how to set up and manage projects in QuickBooks Online Plus, Advanced, and Accountant: Create and manage projects in QuickBooks Online
Feel free to reach out to us if you have further questions about third-party apps in QBO. The Community is always available to help you. Best regards.
You need a 3rd party project management app with the expense management feature to integrate with QBO.
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