How Does Quickbooks Online Handle Mobile Expenses?
If you purchase several items and services away from the office, QuickBooks Online can help you record them while you’re out and about. Learn how the app can help you record your mobile expenses.
- Check account balances.
- Add and edit estimates, invoices, and sales receipts.
- Add and edit customers, vendors, products, and services.
- Record invoice payments.
But one of the most common uses of the app is the recording of mobile expenses. Rather than coming home from a trip with your briefcase stuffed full of receipts and notes about purchases you made, you can document them on the road using your mobile device. When you get back to the office and log on to QuickBooks Online, they’ll all be there.
How It Works
You can snap a photo of a receipt with your smartphone and attach it to mobile expenses you record in QuickBooks Online’s mobile app.
Open your QuickBooks Online mobile app and click the plus (+) sign at the bottom, then tap the Expense icon. The New Expense screen will open. If you have a paper receipt, lay it flat on a table in a well-lighted area. Click the camera icon and then the Take Photo link. If you took the picture outside of QuickBooks Online for some reason, you’d select the Choose Existing link. Your device’s camera will open, and you’ll see four squared corners on the edges of the screen.
Hover your device over the receipt. You’ll need to position the camera so the receipt area that you want captured appears within the four corners. QuickBooks Online will provide advice along the way to help you do this. When you’re in the right place, you’ll see the phrase, Great! Snap the pic. Click the shutter icon below, and your device will snap the photo and display it. If you want to use it, click Use this photo. (If you want to try again, click the X in the upper left of the screen.)
QuickBooks Online will open the New Expense screen. You’ll see a miniature version of your receipt in the upper left corner. Looking at your original version—it will be too small to see here—fill in the blanks with the data from the purchase. Be sure to click the Billable button if you can bill someone else for it. Make any notes you’ll need in order to remind yourself of the transaction, and Add a Split if you need to divide the transaction between categories, customers or vendors, or billable status. Click Save when you’re done.
Of course, no duplicate data entry is required once you’ve entered a receipt in the QuickBooks Online mobile app – the two versions always sync with each other.
Once you’re back at your desktop, on the browser-based version of QuickBooks Online, click Expenses in the toolbar to open the Expense Transactions screen. You should see the transaction you just created on your mobile device first in line on the list that displays. Click View/Edit at the end of that line to see it. Look toward the bottom under Item Details to see the link to an attachment that contains the photo you snapped of the receipt.
Of course, you don’t have to take a picture of your receipt with your mobile device. You can simply enter the details of your mobile expenses and Save the record.
QuickBooks Online’s mobile app can help you save time and improve the accuracy of your work done away from the office. As we mentioned earlier, the app is capable of doing much more than simply recording your mobile expenses. We at Squire would be happy to run you through the process to make sure your remote accounting work is done correctly. Call us at (801) 225-6900 to set up an appointment with one of our ProAdvisors.