1. Go to the project you would like to track an expense on; click the "finances" tab, then "Expenses"
2. Click on the orange button that reads "New Expense"
3. Upload a backup attachment, if necessary.
4. Type the name of your expense, choose the payment method, and enter the date.
You can also include the vendor here if you like. The payment method is critical if you have expenses syncing to QuickBooks so that the expenses logged here will match the bank feed.
Note: Not seeing the proper account or credit card? Check your Manage Payment Settings in the QBO Settings area.
5. Click the Select scope... drop down menu
6. Select the category, item, and component that the expense is related to
7. Enter the expense amount and tax paid
The Total should match the total transaction amount on the receipt. If Materio is connected to QBO, this is imperative for the transactions to be matched.
8. Click on "Save"
9. If you have Quickbooks Online connected, you will see a sync icon
10. Once the expense is synced, you will see a link to view it in Quickbooks
Protip: You can add multiple line items on an expense and tie them to different parts of the scope.
To learn more about syncing expenses to Quickbooks online, read more here.