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December 28, 2023
Question

How do I note the name or prospect or client with expense receipt?

  • December 28, 2023
  • 1 reply
  • 1 view
My understanding is that the IRS requires the names of clients when expensing entertainment or dining.

1 reply

QuickBooks Team
December 29, 2023

A warm welcome to you, jerry. 

 

Let me walk you through the steps to note the client's name within the expense receipts using the memo section. To do so, here's how:

 

  1. Go to Transactions, then select Receipts. 
  2. Choose or upload a receipt where you want to add notes.
  3. Click Review and add the necessary details. 
  4. In the Memo section, enter your client's name.
  5. Click Save and next.
  6. After that, hit Create expense so that the receipt will go to the Review section

 

You can check this article: Email receipts and bills to QuickBooks Online. It contains guidance on how to email your expense receipts and bills to transfer them to QBO.

 

If you have other questions about adding notes to your expense receipts, feel free to reply to this post. The Community space is always here to assist you.