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Managing Expenses & Receipts in QuickBooks Online

MANAGING EXPENSES & RECEIPTS IN QUICKBOOKS ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 18, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Dive into this session to explore the intricacies of expense management in QuickBooks Online. This webinar will guide you through three primary workflows:


  • Navigating expenses via bank feeds

  • Manual data entry from bank or credit card registers

  • Capturing receipts, whether through a web browser or smartphone


Beyond these workflows, attendees will grasp the capabilities and constraints of each method. Plus, attendees will get a sneak peek into the BETA feature of QuickBooks Online Advanced: "Expense Claims." This feature marks QBO's inaugural venture into managing reimbursable expenses. Join us to enhance your proficiency with QuickBooks and stay ahead of the curve!

Learning Objectives:


  • Recognize the standard workflows in QBO to manage expenses and receipts

  • Determine the limitations of the current features regarding expenses/receipts in QBO

  • Identify alternatives to working with built-in QBO features

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

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Vikram Pothnis

Fyle
Head of Partnerships & Alliances
[email protected]
(650) 484-8850

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Vikram leads Partnerships and Alliances at Fyle. Vikram and the teamwork with partners to reduce the time and effort required from the process of expense management for both the partners and their clients. He has an extensive background of working in high-impact roles in partnerships, business development, and solution sales. He is a coffee lover with a liking for music and gardening. He is often found reminiscing about the times when traffic was overrated.

About Our Sponsor

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Founded in 2016, Fyle has the singular aim of reducing the time spent on expense management. Nestled within everyday tools like Gmail, Outlook, Slack, MS Teams, SMS, and email, Fyle provides employees a unique way of submitting expense receipts on the go. Fyle directly connects with Visa and Mastercard to provide real-time data feeds for any business credit card. Fyle's AI-enabled engine instantly codes & categorizes spend information, and it has a 2-way sync with accounting software like QuickBooks Online, Xero, Sage Intacct and NetSuite.