February 2019            Q uickBooks Newsletter 
 
 
QuickBooks Online
Can Help with Receipts
While Away From the Office  

 
If you purchase items and services away from the office, QuickBooks Online (QBO) can help you record them.
 
 
QuickBooks Online's mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example:
 
  • Check account balances.
  • Add and edit estimates, invoices, and sales receipts.
  • Add and edit customers, vendors, products, and services.
  • Record invoice payments.
 
One of the most common uses of the app, though, is the recording of expenses. Rather than coming home from a trip with your briefcase stuffed full of receipts and notes about purchases you made, you can document them on the road using your mobile device. When you get back to the office and log on to QuickBooks Online, they'll all be there.
 
 
How It Works
 
 
You can snap a photo of a receipt with your smartphone and attach it to an expense you record in QuickBooks Online's mobile app.
 
Open your QuickBooks Online mobile app and click the plus (+) sign at the bottom, then tap the Expense icon. The New Expense screen will open. If you have a paper receipt, lay it flat on a table in a well-lit area. Click the camera icon and then the Take Photo link. Your device's camera will open, and you'll see four squared corners on the edges of the screen.  (Alternatively, you can upload a photo already in your camera by selecting Choose Existing). 
 
Hover your device over the receipt. You'll need to position the camera so the receipt area that you want captured appears within the four corners. QuickBooks Online will provide advice along the way to help you do this. When you're in the right place, you'll see the phrase, Great! Snap the pic. Click the shutter icon below, and your device will snap the photo and display it. If you want to use it, click Use this photo (if you want to try again, click the X in the upper left of the screen).
 
QuickBooks Online will open the New Expense screen. You'll see a miniature version of your receipt in the upper left corner. Looking at your original receipt, fill in the blanks with the data from the purchase. Be sure to click the Billable button if you can bill someone else for it. Make any notes you'll need in order to remind yourself of the transaction, and Add a Split if you need to divide the transaction between categories, customers or vendors, or billable status. Click Save when you're done.
 
Automatic Synchronization
 
 
 
Once you've entered an expense in QuickBooks Online's mobile app, it will be synchronized with your desktop, browser-based version.
 
Of course, no duplicate data entry is required once you've entered a receipt in the QuickBooks Online mobile app - the two versions always update each other.
 
Once you're back at your desktop, on the browser-based version of QuickBooks Online, click Expenses in the toolbar to open the Expense Transactions screen. You should see the transaction you just created on your mobile device first in line on the list that displays. Click View/Edit at the end of that line to see it. Look toward the bottom under Item Details to see the link to an attachment that contains the photo you snapped of the receipt.
 


 
 
The record of the expense you entered on your mobile device will contain a link to an attachment that contains the photo of your receipt.
 
Of course, you don't have to take a picture of your receipt with your mobile device. You can simply enter the details of your expense and Save the record.
 
QuickBooks Online's mobile app can help you save time and improve the accuracy of your work done away from the office.  
 
If you need help using QuickBooks or QuickBooks Online (QBO),  consultants at MBSG are happy to help. 

Computer Problems
Driving You Crazy?

  • Unresolved or recurring computer problems?
     
  • Need dependable IT strategy or support?
     
  • Trying to decide between cloud vs. on-premise software?
 
MBSG IT consultants provide expert support for business networks and connected devices. Experienced, credentialed, reliable, and easy to work with.

 
Are Your Login Credentials for Sale
On The Dark Web?


Security breaches at major companies including Equifax continue to accelerate. Recently we learned that about the Marriot breach with 500,000 visitor records exposed!

With each breach comes a black market of login credentials and other personal information available for sale on the 'Dark Web'. From many companies, this includes company login ID's and passwords.

For many years, the IT and Security experts at MBSG have been helping companies harden their internal and external defenses. Recently, we have seen a wider and wider net of innocent companies with their stolen credentials for sale on the Dark Web.

Is your information available for sale?

For a complimentary Dark Web scan of your company domain,  click here or call MBSG at 818 865-1373.
 
For more information on the Dark Web, click here.
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