Can a user create an expense and accountant approve it before posting it to the general ledger?

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QuickBooks Team

Good to see you here in the Community, @usersandamali007.

In QuickBooks Online (QBO), when creating an expense it will automatically show in General Ledger.

Here's how:

1. Go to the Reports menu on the left panel.

2. This will open a page that lists all reports available in QBO.

3. Choose the Standard tab and scroll to the For my accountant section.

4. From there, double-click on General Ledger to view the complete details.

5. On the General Ledger Report page, pick the correct date range in the Report period drop-down.

6. Press the Customize menu if you want to sort or filter the data displayed on the report.

The following articles provide an overview of how to tailor a report as well as for instructions about running financial statements:

Let me know if you need further assistance while working on QBO. I’m always ready to assist further. Enjoy the rest of the day.

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