how do i categorize the receipt if i paid with owner's money (any store's gift card or owner's credit card= i use as "owner's investment"). the payment account is owner's investment but i dont see that as a payment account, so what should i categorize/ organize each line as? thank u
It’s jot perfect by any means. One always needs to edit category, splits on VAT /non VAT. I have one which qbo interprets the company name as the supplier name so it has to be manually input each time. Long may improvements continue.
I have a few questions for you: 1) is it possible to have an account for an admin person to capture receipts (that we don’t want to see our financial info) and if so, how? 2) is it possible to upload folders of receipts for Quickbooks to find matches for all of them? 3) how do we export all the receipts that we’ve captured for a particular month or financial year? Great video. Thanks Look forward to your response
Well mine screws up just about all of my receipts that I upload in euro's for periods where I work abroad ... it has no functionality to actually match the currency when in multi currency mode even though you match it to a supplier that has been declared as not sterling ... frustrating to say the least !
how do i categorize the receipt if i paid with owner's money (any store's gift card or owner's credit card= i use as "owner's investment"). the payment account is owner's investment but i dont see that as a payment account, so what should i categorize/ organize each line as? thank u
What user level is required to be able to use this feature on the app?
It’s jot perfect by any means. One always needs to edit category, splits on VAT /non VAT. I have one which qbo interprets the company name as the supplier name so it has to be manually input each time. Long may improvements continue.
Agreed!
I have a few questions for you:
1) is it possible to have an account for an admin person to capture receipts (that we don’t want to see our financial info) and if so, how?
2) is it possible to upload folders of receipts for Quickbooks to find matches for all of them?
3) how do we export all the receipts that we’ve captured for a particular month or financial year?
Great video. Thanks
Look forward to your response
Did you ever get answers for your questions? We are in the same boat and wondering if you found an acceptable solution.
Well mine screws up just about all of my receipts that I upload in euro's for periods where I work abroad ... it has no functionality to actually match the currency when in multi currency mode even though you match it to a supplier that has been declared as not sterling ... frustrating to say the least !
Receipt capture hasn't got MultiCurrency available yet.
Do you know why Quickbooks is discontinuing google SSO support?
I think it’s a licence issue, we never got it here in the UK
Does the QBO app accept invoices in Euro or does it only recognise invoices in sterling?
I can only say, keep your eye on the news! Currently it’s a no 😊
Split finally changed the game with QBO's version! 🎉
I agree!