![]() ![]() Step 2, review and link existing activities to QuickBooks Customers. Step 1, import QuickBooks Customers to TripLog as business activities. Log in to your TripLog web account, click “Invoices” under the QuickBooks tab on the menu bar, then filter trips by date range, activity and/or driver. Upload trips to QuickBooks as Customer Invoices and/or Billable Expenses You can then log in to QuickBooks Online to review the bills and then make payment. TripLog then creates a Bill for each driver (as a Vendor) with line items of the mileage, rate, and total amount. TripLog sets up a “Mileage Reimbursement” expense account in the Chart of Accounts, a “Mileage” item in Products and Services, and a Vendor account for each driver/employee who receives reimbursement. Review the mileage, rate, and total payment amount, then click “Upload to QuickBooks”. Log in to your TripLog web account, click “Bills” under the QuickBooks tab on the menu bar, then filter trips by date range, activity and/or driver. TripLog uploads trips as mileage reimbursement bills payable to your employees through QuickBooks. Upload trips to QuickBooks as mileage reimbursement Bills You can then log in to QuickBooks Online to review the expenses. This will upload the mileage as a reimbursement expense to QuickBooks. On the TripLog QuickBooks Expense page, please scroll down and press ‘Upload to QuickBooks’ > Upload. Once you have paired each user on TripLog with the appropriate employee on QuickBooks, please press ‘close’.Ĭreate a “Mileage” Bank/Credit Account on QuickBooks Online if you have not created one yet.Ĭreate a “Mileage” Expense Account on QuickBooks Online if you have not created one yet.Ĭreate a reimbursement Expense for each mileage line item and expense Account line item shown above payable to the Employee (only if that TripLog user has been linked to a Quickbooks Employee already). To do so, please click “Link TripLog Users to Quickbooks Employees” near the bottom of the page to review and link existing TripLog Users to QuickBooks Employees. You will also need to set up the connection between your employees on QuickBooks and your employees on TripLog. If this is your first time, click the “Connect to QuickBooks” button and then log in to your QuickBooks account (see ‘Connect to QuickBooks Online’ above). Log in to your TripLog web account, click “Expenses” under the QuickBooks tab on the menu bar, then filter trips by date range, activity and/or driver. Upload trips to QuickBooks as mileage reimbursement Expenses All done! Your TripLog is now connected with your QuickBooks account! Continue to your Corresponding Upload Option to setup Quickbooks On the pop up, please scroll down and press ‘Connect’.Ĥ. After verifying your account, you will be asked to authorize the connection between QuickBooks and TripLog. Please follow the prompts to verify your account.ģ. After signing in to QuickBooks Online, you will be prompted to verify your account using a code that will be sent to your phone or email. Please enter in your QuickBooksOnline / Intuit credentials to verify the connection with QuickBooks, then press ‘Sign In’. Then on top right of the section click “Connect to QuickBooks” button.Ģ. please log in to TripLog web dashboard and navigate to QuickBooks page from the top menu bar. To connect to QuickBooks Online, please follow these instructions:ġ. Using the TripLog web dashboard, you can connect and upload data to Intuit QuickBooks Online. Or, if you charge your clients for mileage, you would need to upload as Invoices. If you have employees and reimburse them for business use of their personal vehicles, you will need to upload TripLog data to QuickBooks as Expenses or Bills. You will still need to keep TripLog reports as supporting documents for this record. ![]() Instead, you would only need to run TripLog reports for the year and copy a few numbers to TurboTax, or an equivalent tax software, or give the reports to your tax preparer. In this case, you do not need to upload mileage to QuickBooks. ![]() If you don’t have an employee other than yourself, you probably just need to claim mileage deduction on your personal tax return. Uploading Mileage and Expenses as INVOICESĭo I need to upload mileage to QuickBooks? Uploading Mileage and Expenses as EXPENSES Setting Up the QuickBooks Online Integration ![]()
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