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End-to-End Expense Management for QuickBooks
Automatically create Bills to pay expense reports in one click - For Individuals and Accountants
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QuickBooks & ExpenseBot : Expense Reports
Robert Balahura
Updated: Apr 25, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Supademo, powered by Supademo.
Steps
1
End-to-End Expense Management for QuickBooks
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On [www.expensebot.ai](http://www.expensebot.ai), under the My Reports tab, the user wants to create an expense report that summarizes the costs they’ve incurred while doing business with one of their clients.
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User creates a custom report organized by how they tagged their expenses.
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This user selects the tag related to their business with a client named Vintech.
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Onto step 2.
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User edits the title for the report so its more meaningful.
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And reviews the total amount of the report.
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Then proceeds to create their report.
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Their report is created with a bunch of options like : share with their accountant or manager, view the report, or accounting features like importing to QuickBooks.
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They want to import the report to QuickBooks so they expand the "Accounting & Compliance" section.
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Tap Connect to QuickBooks
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A QuickBooks wizard lets them connect a QuickBooks company they have access to.
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They've selected J2Play company and press Next.
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They see a final confirmation screen to connect that company to ExpenseBot.
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The user is returned to the My Reports page and taps the Share to QuickBooks button to import their report.
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If their Vendor Name is not found in QuickBooks they will be prompted to enter a new Vendor Name.
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Video step
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When they have entered the new Vendor Name, they press continue to continue the import into QuickBooks.
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The button shows as Processing while the report is imported.
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The button turns to "Submitted to Quickbooks" to indicated the report was successfully imported as a Bill to be paid to the chosen Vendor.
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Share Report to Accountant
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For accountants, the user can share their report with you by tapping the email icon.
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They can enter your email address.
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Video step
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Click on "Add".
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And Save Changes will automatically email and share the report.
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You'll receive an email like this indicating someone has shared a report with you.
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Step 28
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You'll see the report they shared with you and options such as the ability to share their report to your own QuickBooks online in a similar fashion as the previous tutorial.
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Step 30