How To Upload To Quickbooks Online

QuickBooks Online Integration

QuickBooks Online Integration

How to upload your mileage to QuickBooks Online

Written past Brian Tomihama
Updated over a week ago

1. Setting Up the QuickBooks Online Integration

2. Uploading Mileage and Expenses every bit EXPENSES

3. Uploading Mileage and Expenses equally BILLS

4. Uploading Mileage and Expenses equally INVOICES

Do I need to upload mileage to QuickBooks?

Sole Proprietor or Single Member LLC

If you don't have an employee other than yourself, you probably just need to merits mileage deduction on your personal revenue enhancement return.  In US, this is on Class 1040 Schedule C.  In this case, you lot do not need to upload mileage to QuickBooks.  Instead, you lot would simply need to run TripLog reports for the year and re-create a few numbers to TurboTax, or an equivalent taxation software, or give the reports to your tax preparer.  You will still need to proceed TripLog reports every bit supporting documents for this record.

Small Business with Employees

If you have employees and reimburse them for business employ of their personal vehicles, you will demand to upload TripLog data to QuickBooks as Expenses or Bills. Or, if you charge your clients for mileage, y'all would need to upload every bit Invoices.  Please encounter below for more than details.

Connect to QuickBooks Online

Using the TripLog web dashboard, you lot can connect and upload data to Intuit QuickBooks Online. You would need:

• A QuickBooks Online Plus business relationship

• TripLog Premium or Enterprise Plan

To connect to QuickBooks Online, please follow these instructions:

one. please log in to TripLog spider web dashboard and navigate to QuickBooks page from the top menu bar.  Then on pinnacle right of the section click "Connect to QuickBooks" button.

2. Please enter in your QuickBooksOnline / Intuit credentials to verify the connexion with QuickBooks, then printing 'Sign In'. Afterward signing in to QuickBooks Online, y'all volition exist prompted to verify your account using a code that will exist sent to your telephone or electronic mail. Please follow the prompts to verify your account.

three. After verifying your account, you volition be asked to authorize the connection between QuickBooks and TripLog. On the pop up, delight coil downwardly and printing 'Connect'.

4. All done! Your TripLog is now connected with your QuickBooks account! Continue to your Corresponding Upload Option to setup Quickbooks

Upload trips to QuickBooks as mileage reimbursement Expenses

1. Log in to your TripLog spider web account, click "Expenses" under the QuickBooks tab on the menu bar, so filter trips by date range, activity and/or driver.

2. If this is your commencement time, click the "Connect to QuickBooks" button so log in to your QuickBooks business relationship (run into 'Connect to QuickBooks Online' higher up).

3. You volition too need to set up up the connection between your employees on QuickBooks and your employees on TripLog. To practice so, please click "Link TripLog Users to Quickbooks Employees" most the bottom of the folio to review and link existing TripLog Users to QuickBooks Employees. Once you have paired each user on TripLog with the advisable employee on QuickBooks, please press 'shut'.

4. Create a "Mileage" Bank/Credit Account on QuickBooks Online if yous have not created one nevertheless.

5. Create a "Mileage" Expense Account on QuickBooks Online if yous accept non created i notwithstanding.

6. Create a reimbursement Expense for each mileage line item and expense Business relationship line item shown to a higher place payable to the Employee (simply if that TripLog user has been linked to a Quickbooks Employee already).

7. On the TripLog QuickBooks Expense folio, please scroll down and press 'Upload to QuickBooks' > Upload. This will upload the mileage as a reimbursement expense to QuickBooks.

8. Y'all can then log in to QuickBooks Online to review the expenses.

Upload trips to QuickBooks equally mileage reimbursement Bills

TripLog uploads trips as mileage reimbursement bills payable to your employees through QuickBooks. Here is the process:

1. Log in to your TripLog web business relationship, click "Bills" under the QuickBooks tab on the menu bar, then filter trips by engagement range, activity and/or driver.

2. If this is your first time, click the "Connect to QuickBooks" push button and and so log in to your QuickBooks business relationship (see 'Connect to QuickBooks Online' to a higher place).

3. Review the mileage, rate, and full payment corporeality, then click "Upload to QuickBooks".

4. TripLog sets up a "Mileage Reimbursement" expense account in the Chart of Accounts, a "Mileage" item in Products and Services, and a Vendor account for each commuter/employee who receives reimbursement.

5. TripLog so creates a Pecker for each driver (equally a Vendor) with line items of the mileage, rate, and total corporeality.

6. You tin then log in to QuickBooks Online to review the bills and then brand payment.

Upload trips to QuickBooks every bit Customer Invoices and/or Billable Expenses

1. Log in to your TripLog spider web business relationship, click "Invoices" nether the QuickBooks tab on the card bar, and so filter trips by date range, activity and/or driver.

2. If this is your kickoff fourth dimension, click the "Connect to QuickBooks" button and then log in to your QuickBooks business relationship (see 'Connect to QuickBooks Online' higher up).

3. Y'all also demand to set up the accounts. Step 1, import QuickBooks Customers to TripLog as business activities. Step 2, review and link existing activities to QuickBooks Customers.

4. Review the mileage, rate, and total payment amount, then click "Create Invoices", "Create Billable Expenses", or "Create Both".

5. TripLog then sets upwards a "Mileage Service Income" Account and/or a "Mileage Invoice" Product/Service item for the Account, if either one is not created notwithstanding.

6. TripLog so creates a Mileage Invoice for each customer.

7. You can then log in to QuickBooks Online to review the invoices.

Source: https://help.triplogmileage.com/en/articles/2587584-quickbooks-online-integration

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