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Accessing Exported Data in QuickBooks Online

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This article will show you how to locate bills, checks, and credit card transactions in QuickBooks Online. 

Bills

If your account settings are configured to export reimbursable expenses as bills, use the following steps to locate these bills in QBO after you have exported the report from Tallie:

Quick Access 

  1. Click the Recent Transactions wheel for quick access to recently imported data.
  2. Click on a bill to view/edit. exp_data_1.jpg

From the Vendor List:

  1. Click on vendors from the left hand navigation bar.
  2. Select a vendor. exp_data_2.png
  3. Click on the bill to view/edit. exp_data_3.jpg
  4. Receipt images from the Tallie report will be available as an attachment. exp_data_4.jpg

Checks

If your account settings are configured to export reimbursable expenses as checks, use the following steps to locate these checks in QBO after you have exported the report from Tallie:

Quick Access:

  1. Click the Recent Transactions wheel for quick access to recently imported data. exp_data_5.png
  2. Click on a check to view/edit. exp_data_6.png
  3. Receipt images from the Tallie report will be available as an attachment at the bottom of the check. exp_data_7.png

Credit Card Transactions Quick Access:

  1. Click the Recent Transactions wheel for quick access to recently imported data.
  2. Click on an Expenditure. exp_data_8.png

From the Chart of Accounts 

  1. Select Transactions from the left hand navigation bar.
  2. Select the Credit Card to view the card register.
  3. Click on a lien item to view the transaction in further detail. exp_data_9.png
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