Steps to Add an Expense Claim
PR

PMI Rochester

Created Apr 05, 2023

Steps to Add an Expense Claim

69
    a

Intuit

6 Steps
1

Go to app.qbo.intuit.com

If this is the first time you are logging in, you have been sent an account set up link in a separate email. Please follow those steps first.

2

Click on Expense claims

Click on Expense claims
3

Click on Add expense

Click on Add expense
4

Choose "Upload receipt" to get started. This process will automatically attempt to extract info from the upload to populate the form.

In the event that this transaction does not have a receipt, choose the second option to proceed without receipt.

Choose "Upload receipt" to get started. This process will automatically attempt to extract info from the upload to populate the form.
5

Populate any information that was unable to be extracted from the upload.

In the event you don't have a receipt, populate all fields.

Be as detailed as possible with the fields available. Use the Business purpose field to add any additional context.

Populate any information that was unable to be extracted from the upload.
6

Click on Submit for review

Click on Submit for review
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