Expense Claims

Hello there, Katherine.

I understand that implementing Expense Claims can be complex, and I appreciate your detailed questions. It's important to ensure the system aligns with your specific needs and processes.

In QuickBooks Online (QBO), you can manually select the vendor when reviewing a manually entered expense claim, but if you upload the receipt, the system will automatically assign the vendor, similar to credit cards.

Currently, we're unable to group a category. However, you can add a category for your employee's use.

Furthermore, if you manually enter the expense, you can't set a rule, but if you upload the receipt, the system will automatically assign a vendor based on the receipt.

I understand the importance of this option for your business. Please send feedback to our product developers so they can review it and consider adding it in future updates. Here are the steps:

1. Go to the Gear icon.
2. Under Profile, select Feedback.
3. Enter your suggestion.
4. Hit Next.

Also, I'll be sharing these articles that will guide you in setting up expense claims and how to handle other transactions in QuickBooks:

• Set up employee expense management
• Learn the difference between bills, checks, and expenses

Thank you for sharing your concerns, and please don't hesitate to reach out if you need further assistance. Take care.

I will send feedback, thank you for the link.  If any users have implemented I appreciate your feedback.

I submitted for feedback but have not heard anything back.  How do I track my feedback?

Your feedback is highly appreciated, KatherineBRPF. 

For you to see or track your feedback, you can go to the QuickBooks Online Feature Requests website and then search for the feedback you've entered or click the My feedback bullet located under the Status bullet. 

You may also refer to this material to learn more about feedback: How do I submit feedback?

Furthermore, you can also browse our self-help articles that may help you with future transactions in QuickBooks. 

If you have other questions or further information related to QuickBooks, hit the reply button. I'm here to help you.

I have now received an automated email on how to check on my submission as follows and when I log in there is no submission of any feedback. There is no status bullet or any feedback noted.

For you to see or track your feedback, you can go to the QuickBooks Online Feature Requests website and then search for the feedback you've entered or click the My feedback bullet located under the Status bullet. 

I appreciate your reply, @KatherineBRPF.

I'll add some details to clear things up about submitting a feedback request.

Since you've already sent the suggestion to our product development team and have received the email to check it, the status of your product request can be shown beside the bulleted feedback. Otherwise, you can search your suggested feature on the search bar to see the update.

Also, please note that we're still taking your suggestions into account while making product updates. Thus, the more requests it gets, the more likely it'll be part of future enhancements.

On top of that, check out these articles that may come in handy for categorizing and reconciling your bank transactions seamlessly:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Let me know how else I can help you with QuickBooks Online tasks by adding a comment below. I'm determined to help you succeed. Keep safe always.