Manage your expenses in QuickBooks Workforce

Learn how  to submit and track your expense reimbursement requests in QuickBooks Workforce.

Once your employer has invited you to QuickBooks Workforce and included expense management, you can submit expense reimbursement requests directly from the Workforce web portal.

Submit an expense reimbursement request

1. If you haven't yet, set up your Workforce account.
2. Sign in to workforce.intuit.com. 
3. Select Expenses, then Create Expense.
4. Upload a picture of the receipt and fill out the following info:
   • Who did you pay
   • When was the payment made
   • What was the business purpose
   • Category of the expense (meals, hotels, etc.)
   • Amount of the expense
5. Select Submit. 

Once the expense is submitted, your employer will be notified of the request. They can then review the request and either approve or reject it.

Track the status of your request

You can keep track of all your reimbursement requests in one place and check its status.

1. In QuickBooks Workforce, go to Expenses. 
2. In the Status column, you’ll see the status of your request. If you want to recall or cancel your request, select Cancel from the View ▼dropdown.