​Neat Smart Organization System Neat Smart Organization System - Send an Expense Report to QuickBooks Online

Neat Smart Organization System - Send an Expense Report to QuickBooks Online

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

Learn how to send Expense Reports to QuickBooks Online in the Neat Smart Organization System. This feature allows you to transfer totals from your receipts into QuickBooks so you can process reimbursements for employees for expenses.

Please note: The Self Employed version of QuickBooks Online does not support integrations with other applications such as Neat.We recommend that you create a folder and put all of the receipts that you would like to include in the expense report into that folder before creating the report. Click here for instructions on how to create a new folder.
Please Note: Only receipts can be used for expense reports created in Neat; other items are excluded.

Send an Expense Report to QuickBooks Online

  1. If you haven’t setup your QuickBooks Online connection yet, first connect your account, and then map your data. Note: You will need to map at least one employee to send an Expense Report to QuickBooks Online.
  2. In the Folders pane, right click on the folder containing the receipts that you would like to create an expense report for. A drop-down menu will appear. Click Create Report - Expense Report.
     
    nla create expense report
  3. An Expense Report window will appear. In the Expense Report window, click the small down arrow to select the folder Location that you would like the expense report to be saved in, Name the report, and enter any Notes, then click Create Report.
     
    Neat Lightweight App Create an expense report - step 2
  4. An Expense Report Created window will appear, informing you that the report has been created and saved in the folder you selected in Step 2. In the Expense Report Created window, click Submit for Payment.
     
    Neat Lightweight App Create an expense report - step 5
  5. If successful you will get a message that it was sent to QuickBooks Online.


How did we do?


Powered by HelpDocs

Powered by HelpDocs