The selected account will be the default payment account for your non-reimbursable expenses. Choose a payment account from the dropdown where all your bank accounts and credit cards will be listed.If your expense contains Merchants who do not exist in QuickBooks, they will be automatically added as vendors in your QuickBooks account.They can be identified with the Zoho Expense report number. Non-reimbursable expenses in your report are exported as expenses to QuickBooks Online.Non-reimbursable expenses can be exported as: Configure the journal date as any one of the following:.The journal number will be same as the report number.Each expense will be entered as a debit transaction in the journal along with the employee name associated with that expense.Note: Reimbursable expenses cannot be exported as a Bill in the Simple Start plan of QuickBooks Online. Submitted date: The date on which the report was submitted.Approval date: The date on which the report was approved.Expense Date: The date on which the last expense was incurred.Configure the bill date as any one of the following:.The bill becomes payable to the employee who submitted the expense, who would now become the vendor of the bill. Choose an accounts payable account for your bill.The bill number will be same as the report number.All the expense details such as the merchant, amount, description, customer etc will be mentioned in the line. When an expense report is exported, a bill is automatically created in your QuickBooks Online account wherein each of your reimbursable expense will be listed as a line item.Reimbursable expenses can be exported as: If you wish to view the changes immediately, you can do so by clicking on the instant sync option.Ĭhoose how you would like to export your expenses to QuickBooks Online:.Any new additions to the list of Customers, employees or expense accounts in your QuickBooks account will be automatically reflected in Zoho Expense, by virtue of auto-syncing that occurs once a day.When you create a report, you can choose the respective location for that report from the options of the mapped custom field. Once this is done, the locations in QuickBooks will be imported as options of the mapped custom field. Select that dropdown custom field from the Map Location to dropdown. You can create a custom field with a dropdown data type. Location: Locations in QuickBooks Online will be imported as options of a custom field in reports.If you have not created a tag, simply type a name in the space provided and we’ll create one for you.Note: By doing so, the existing options of the tag would become inactive. Classes: The Classes in QuickBooks will be imported as options of a tag in Zoho Expense.Jobs (Sub customers): All the Jobs (Sub Customers) in QuickBooks will be imported as Projects in Zoho Expense.They can be associated with your expenses in Zoho Expense. Customers: All your customers from QuickBooks account can be imported as Customers.Once imported, the user role can be changed. Employees: All your employees who have their email addresses listed can be imported as Submitters to Zoho Expense.
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As a result, the existing categories will become inactive.
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Once you sign-in to QuickBooks, you need to select an organization which you want to connect with Zoho Expense.Enter your credentials to proceed with the integration. You will be redirected to QuickBooks Online Sign-in page.Go to Accounting & ERP under Integrations.Export Your Reports to QuickBooks Online.