Mobile: Capturing Expense
Don't have QuickBooks?
Read step-by-step instructions
1.
To add the expense, tap the Add button.
2.
Select Expense.
3.
Enter how much you spent.
4.
Then tell QuickBooks how you paid: credit card, check or cash.
5.
Tap Account and select an account.
6.
Tap “Who did you pay?” and choose a vendor.
7.
Tap “What kind of expense is this?” and choose a category for the expense.
8.
Tap “Anything you need to remember?” and add any note with any additional information.
9.
You can skip adding a split, unless you need to assign the expense to more than one category—like if you pick up gardening supplies along with office supplies.
10.
You can add a reference # for anything you want to track, like “Debit” if you used a debit card.
11.
To see a list of all your expenses, tap the menu and select Expenses.
