Receipt Bank - Categorising Expenses and Publishing to QuickBooks

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  • Опубліковано 16 лип 2024
  • Learn how to categorise expenses and publish into QuickBooks Online through Receipt Bank.
    Find Tom on QuickBooks Find an Accountant here: proadvisor.intuit.com/app/acc...

КОМЕНТАРІ • 5

  • @petrocruz7695
    @petrocruz7695 2 роки тому

    where does it appear on quickbooks after you publish it from dext?

    • @pjcoaccountants2090
      @pjcoaccountants2090  2 роки тому

      Hi Petro, it appears as an expense in the relevant category, or as a bill depending on whether it was published as paid or not paid. It can be found in the supplier account too. :)

  • @maxm1584
    @maxm1584 2 роки тому

    Is receipt bank still useful given that QB rolled out their own snap receipt function for expenses?

    • @pjcoaccountants2090
      @pjcoaccountants2090  2 роки тому

      Hey Max, Dext can publish credit notes where as Receipt Snap can't. If you have employees who submit expense reports, Dext can also process these whilst Receipt Snap can't. In order to use Receipt Snap, employees will need to access customer and supplier data in QuickBooks, where as using Dext means that they won't need access to any information on QuickBooks. Hope this helps :)

    • @maxm1584
      @maxm1584 2 роки тому

      @@pjcoaccountants2090 Gotcha. Thank you for clarify :)