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soft touch
Level 1

how to add my trips, i have the file in my computer

how to add my trips, i have the file in my computer

 

i have quick books (simple start)

1 Comment 1
Giovann_G
Moderator

how to add my trips, i have the file in my computer

Hi there, soft touch.

 

I have some information about adding trips in QuickBooks Online Simple Start.

 

The option to add trips isn't available in your region. As an alternative, you can set up an expense account. Then, create an expense or cheque transaction for you to track your trips. I'll show you how.

 

These are the steps to set up an expense account:

 

  1. Select Settings ⚙ and then Chart of Accounts.
  2. Click New.
  3. From the Account Type drop-down menu, choose Expenses.
  4. From the Detail Type drop-down menu, select Auto or Travel
  5. Give the account a unique name that's easy to identify.
  6. Hit Save and Close.

 

Here's how to create an expense or cheque:

 

  1. Click the + New icon.
  2. Select Expense or Cheque.
  3. In the Payee, enter your name or the name of the Payee you want to track.
  4. In the Category, locate the expense account you created.
  5. Fill in the necessary information on the form.
  6. Once done, hit Save and close.

 

That should be it. Then, you can run a Profit and Loss report to see all your mileage expenses. Also, you can consult with your accountant for the other option.

 

Need to review your account histories? Feel free to visit this resource here: Find, review, and edit transactions in account registers. This contains the steps to find transactions in your account registers so you can review or edit them.

 

I'll be here to help if you need further help in tracking your trips. Just leave any details below. Take care!