Expenses & approvals
From draft to approved to exported.
- How does an expense go from receipt to approved? Every receipt becomes a draft expense, you submit it, an approver approves or denies it, and approved expenses are exported to QuickBooks. A denied expense goes back to draft with a reason so you can fix and resubmit. Read answer
- How do I approve or deny an expense? Open the approval queue, then tap Approve to sign off or Deny and enter a reason. Owners, admins and connected accountants can approve; regular employees cannot. Read answer
- Can I submit expenses in bulk? Yes. The Review drafts screen lists every draft with inline editing and a Submit all button, and Bulk add lets you enter several expenses at once in a grid. Read answer
- What counts as a business expense? A business expense is a cost that is ordinary and necessary for running your business: common in your line of work and helpful to the business. Think supplies, software, business travel, marketing, and professional services. Personal costs do not count, and mixed-use costs must be split. Read answer
- How do I track expenses for a small business? Capture every business expense in one place, categorize it consistently, and keep the itemized receipt so each cost is documented. Separate business from personal spending, review regularly, and keep your records audit-ready in case you need to substantiate a deduction. Read answer
- How do I keep track of business expenses and income? Run both sides through one system: log income as it comes in and capture every expense with its receipt as it goes out, using consistent categories for each. Reconcile against your bank and card activity regularly so your records match reality and stay audit-ready. Read answer