Advanced Workflows
After reading this chapter, you'll be able to implement advanced QuickBooks Online workflows that streamline compliance tracking, contractor management, and recurring financial tasks. The chapter covers the Receipts App for organizing and attaching digital receipts to transactions using optical character recognition, the Contractors App for managing vendor payments and 1099 tracking, and the process for creating recurring transactions that can run automatically or remind you when it's time to process them. You'll also learn to track vehicle mileage, enter journal entries, manage loans, and access the audit log to maintain complete financial records and meet IRS requirements.
In this chapter
- The Receipts App
- Tracking Vehicle Mileage
- The Contractors App
- Creating Recurring Transactions
- Using Journal Entries
- Managing Loans
- Making Loan Payments
- Applying Price Rules
- Zero-Dollar Expenses and Sales Receipts
- Bartering
- The Audit Log