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JH66
Level 1

Mobile app Expense Entry - Synchronization with On-line version

I am new to Quickbooks and was excited to experience the mobile app's ability to capture and record expense receipts. However, at my laptop on the on-line version of QB, I am able to locate the attachment, but not the expense entry? Where do I find expense entries entered on my mobile when searching at my laptop with the online version of QB?

TY

1 Comment
RCV
QuickBooks Team
QuickBooks Team

Mobile app Expense Entry - Synchronization with On-line version

Thanks for your interest in  using QuickBooks Online (QBO) mobile app, JH66.

 

You can find the expense entries from your mobile app in the Expense Transactions page in the web version. Just click Expenses on the left side menu and choose Expenses. Then, click the Filter tab to show all the transactions you need.

 

You can also run Transaction List by Date report to show all the expense transactions.

 

Here's how:

 

  1. Click Reports on the left side menu.
  2. Under Find report by name, type Transaction List by Date.
  3. Click the Customize tab.
  4. Under Filter, click Transaction Type and choose Expense.
  5. Manually adjust the Report period.
  6. Click Run report.

Lastly, you can use the Audit Log feature to view all financial transactions that are added, changed, or deleted in QBO.

 

For more details about using QBO mobile app and web version, please check out this article: https://community.intuit.com/articles/1771007.

 

I also found a helpful article for more details about QBO mobile app features: Compare mobile app features.

 

Feel free to reply to this post if you need anything else. I'd be glad to help.

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