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a501972
Level 1

Does Quickbooks Online have a tool for employees to submit expenses?

 
2 Comments 2
4Gal
Level 10

Does Quickbooks Online have a tool for employees to submit expenses?

If it is related to their travel and various expenses, you can use a free travel and expense management app to integrate with QBO. Your employees don't need to access QBO.

CamelleT
QuickBooks Team

Does Quickbooks Online have a tool for employees to submit expenses?

I'll elaborate on how your employees can submit their expenses to QuickBooks Online (QBO), a501972.

 

In QBO, you can set up an account for your employees to submit their expenses. However, this is only available if you have a QBO Advanced subscription. Please refer to the steps below:

 

First, you'll need to give employees access to submit expense claims. 

 

  1. Go to Expenses and choose Expense claims.
  2. Select Expense management settings and hit Add new employee.
  3. Choose an employee from the list and tap Next.

 

Then, manage their expense categories by setting up category nicknames for your employees to assign the appropriate category to an expense.

 

  1. Select Add category.
  2. Please enter a nickname and choose the category it belongs to.
  3. Hit Save.

 

For more information and detailed steps on how to submit expenses as an employee, check out this article: Set up employee expense management.

 

To utilize this feature when you don't have a QBO Advanced plan, you can upgrade your QBO edition or use a third-party app to integrate with QBO.

 

Furthermore, I'll share this resource to help you pay your employees back for out-of-pocket expenses: Reimburse your employees.

 

I'm here to back you up if you have additional questions about setting up employee expense management in QBO. Just add a post below. Take care!

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