Question

Expense Claims & Payroll

Forum|Forum|4 years ago
August 31, 2022
6 replies
62 views

We are having an issue using this feature. After approving and submitting an expense claim through this feature, we don't see an option to link it when we process payroll for our employees. And so we create a new expense (on Run Payroll). When we reconcile the direct deposit including this new expense, the expense claims are left un-reconciled. How should we proceed with this moving forward and how can we clear the expense claims on the reconciliation page without deleting it? We also do not want to leave it there or reconcile it. Is there a way to link these expense claims when running payroll?

Workforce Payroll

C

ChristineJoieR

QuickBooks Team

Hi there, @monika082022.

I'm here to share some information about the expense concern in QuickBooks Online payroll.

In your situation, the data will show a duplicate once you manually enter another payroll expense. When you run payroll, QuickBooks Online will automatically record it as a direct deposit. What we can do to resolve the pending transaction is to delete the other one.

On the other hand, you can check out this link for more hints about the different payment methods in QuickBooks Online: Ways to pay your employees.

Do you wish to examine your company's finances in more detail? You can view useful data about your company and employees using a variety of payroll reports. This article explains these reports to you as well as how to access them: Run payroll reports in QuickBooks Online Payroll.

Additionally, let's discover how to use QuickBooks Online Payroll to complete this year's payroll and get ready for the next. Get things done in this article: Year-end checklist for QuickBooks Online Payroll.

Feel free to come back if you have any other questions or concerns. It's my priority that your payroll issue is resolved. Have a great day!

J

JKEZ

Is there any new information on this? It's a big problem for us. We can't delete the original expense claim because it contains the receipts we need to keep as well as the categorizations. Payroll automatically creates a new expense for Reimbursement and reconciles it with our bank when paid, leaving the original claim orphaned and not reconcilable.

JaeAnnC

Level 6

Hello there, @JKEZ.

Currently, we're unable to link the expense claim and payroll together. I understand how this is causing duplicates when reconciling your bank account. Don't worry. We listen to customer feedback and use this to improve your QuickBooks Online (QBO) experience. That said, I'll help relay your valuable insight to our software engineers so they can review it and consider incorporating it in our future product updates. To do that:

Go to the Gear icon.
Select Feedback under Profile.
Enter your suggestions, then click Next.

Furthermore, I'm sharing this list of payroll reports that will be beneficial whenever you need an overview of employee wages, taxes, and contributions: Run payroll reports.

Keep me informed on your payroll-related concerns by leaving a response below. I'll get in touch to assist you further. Take care, and have a good one.

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