Enter expenses

To enter expenses, such as cash or cheque purchases:

1. Click Create (+) > Expense.

   Tip! If you have many expenses to enter, you may find it faster to enter them from the account history instead.

2. Fill in the Expense information:

   Payee	Enter a supplier (person or business), or leave empty. If your transaction covers multiple petty cash expenses, leave it empty.
   Bank/Credit account	The account where your expense will be credited.
   Expense date	QuickBooks automatically inserts today's date. Change it to when you made the purchase.
   Payment method	How you are paying for the expense.
   Ref no.	Optional. You can enter an identifying number from the purchase receipt.
   Location/Department	If you do not see it, Location/Department tracking is turned off in Company Settings.
   Accounts	The account to expense.
   Description	Optional. You can enter notes about the expense.
   Amount	The amount of the purchase. You can enter a calculation.
   Class	If you do not see it, Class tracking is turned off in Company Settings.
   Billable	Optional. Select this box if you want to bill this purchase to the customer chosen at the left. If you do not see a Billable column, billable expense tracking is turned off in Company Settings.
   Markup	Optional. If you do not see a Markup column, markup is turned off in Company Settings.
   Customer	Why enter a customer for an expense?
   Memo	Optional. The memo appears in the account history and on reports that include this purchase.
   Tax	If applicable.

3. If you see an Item Details table, fill in the additional fields.

   The memo field is optional. It appears in the account history and on reports that include this cheque.

4. If you use expense vouchers, click Print to print a paper copy of the voucher.
5. Click Save and close (or Save and new to enter another expense).

See also

What are expense vouchers?

Create an expense voucher for a past expense