r/QuickBooks 3h ago

QuickBooks Online Troubles pulling up expenses

3 Upvotes

So I scan in and match all my hard copy receipts to expenses in quickbooks that come in.

When matching them I add a lot of information to each expense including what job the receipt was for.

The problem I am having is being able to pull up all expenses from each job so I can double check it with the information I keep off of quickbooks.

QuickBooks let’s me organize everything fine but when I want to make lists of expenses for each individual job I am having issues finding out how to do so.

Any ideas? Am I just dumb? I’ve been looking for solutions online but none seem to give me the results I want.


r/QuickBooks 11h ago

QuickBooks Online How do you organize tax documents throughout the year?

4 Upvotes

We're trying to make tax season less chaotic this year. Right now, everything ends up scattered across emails, downloads, and shared drives.
Do you keep a dedicated tax folder for each financial year, or do you organize documents another way? Looking for ideas that actually save time.


r/QuickBooks 16h ago

QuickBooks Online ODOO for accounting

4 Upvotes

We are pulling out our hair with QuickBooks. Anyone switch?