Expense Tracking in QuickBooks Online: The Small Business Handbook
Spending made smarter
Easy-to-use cards, funds, approval flows, vendor payments -plus an average savings of 5%.1
From bookkeepers to business owners, one of the most misunderstood workflows in QuickBooks Online is managing expenses. But it’s critical to get it right to ensure every dollar is accounted for accurately.
In this one-hour workshop, Hector Garcia, CPA, Certified QuickBooks ProAdvisor, will walk you through the full expense tracking lifecycle, including:
• Connecting bank feeds and categorizing transactions to leverage receipt capture
• Managing vendor payments
• Spotting and stopping common mistakes that lead to messy books and tax-time headaches
• Ramp’s expense management platform working alongside QBO for more spend control