Advanced Workflows
After reading this chapter, you'll be able to move money between accounts, organize receipt records using optical character recognition and email forwarding, track business mileage for tax deductions, and streamline repeat transactions using QuickBooks Online's automation features. You'll learn to use the Receipts Center to upload and automatically categorize expenses with artificial intelligence, manage vehicle mileage with automatic IRS rate updates, and coordinate 1099 contractor payments through the Contractors Center. The chapter also covers creating recurring transactions that can run automatically, send reminders, or serve as templates for complex entries, which saves time on repetitive bookkeeping tasks.
In this chapter
- The Receipts Center
- Tracking Vehicle Mileage
- The Contractors Center
- Creating Recurring Transactions
- Using Journal Entries
- Managing Loans
- Applying Price Rules
- Zero-Dollar Checks and Sales Receipts
- Bartering
- The Audit Log