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eddie-paterson
Level 4

How do I enter expenses in the emploee portal?

Im just setting up the employee portal on our QBO. In settings Ive ticked the box to allow staff to add their expenses. But when I log into the portal there is no facility presented to do this. Suggestions please
4 Comments 4
RaymondJayO
Moderator

How do I enter expenses in the emploee portal?

I'll share the details on how the portal works for your employees, @eddie-paterson.

 

QuickBooks Workforce lets your employees view, download, or print their paychecks and W-2s. They can also view other information, such as Available time offYear to date earnings and deductions, and Tax info. With this, they're unable to add their expenses even though you've ticked the box in the settings. For more details, check out this article: Viewing Paychecks And W-2s Online

 

I've got the suggestions you need to help achieve your goal. If you're referring to timesheets for the expenses, I'd suggest adding your employees as Time tracking only users. This way, they can enter their timesheets on their end. They can also view timesheets and time reports in QuickBooks Online (QBO). Otherwise, you can manually enter expenses for them. Here's a sample screenshot of how the user type looks like in the program.

TimeTrackingOnlyUserTypeInQBO.PNG

 

Also, I recommend keeping an eye on our QBO Blog site to learn more about product innovations from there. 

 

You can always visit this link: QuickBooks Workforce Overview. It contains answers to the frequently asked questions while using the employee portal. Just go to the Get answers to common questions section at the bottom part of the page. 

 

I'll be right here to help if you need further assistance. Keep safe always, @eddie-paterson.

eddie-paterson
Level 4

How do I enter expenses in the emploee portal?

Well thats dissapointing. Our staff are not on timesheets so I dont need this sand payslips are emailed out. The only thing I wanted to do is to let stasff enter their own expense claims to make this easier for all

 

ShiellaGraceA
QuickBooks Team

How do I enter expenses in the emploee portal?

Hi @eddie-paterson,

 

You'll want to consider using a third-party app so your employees can enter their expenses on their own.

You can visit our page to find apps suitable for your business.

 

Here's the link: http://apps.intuit.com/

 

I'll also share with you these handy articles about expense reports which I'm sure you'll find helpful. It has details that'll guide you through the process.

 

Don't hesitate to let us know if you need help with anything else. We're here to help. Thanks for joining us today and have a nice day ahead.

eddie-paterson
Level 4

How do I enter expenses in the emploee portal?

Thank you

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