Expenses
Learn about Expenses, including how to add, view, edit and delete them.
14 articles
Import expenses via CSV (VRTrust)Add or update multiple expenses simultaneously by importing a CSV file.
Update expenses via CSV (VRTrust)
Import multi-line expenses via CSV (VRTrust)
Duplicate Expenses, Recurring Expenses & Deposits (VRTrust)Create new transactions with the same settings as existing ones in VRTrust
Capturing expenses from the bank feed in VRTrustCapture expenses from unmatched bank records and record them accurately in VRTrust
How To: Manage Vendors in VRTrustThis article walks through how to add and manage vendors in VRTrust so expenses can be properly tracked and prepared for future reporting (including 1099s).
Manage vendors in bulk (VRTrust)
Manage expenses in bulk (VRTrust)
Editing expenses with locked lines (VRTrust)
Add and share expense attachments with owners (VRTrust)
Download expense attachments (VRTrust)
Add taxes to expenses and markups (VRTrust)Apply taxes on expenses and expense markups in VRTrust
Handling Billable Expenses Paid from Trust (QuickBooks + VRTrust)How to configure VRTrust to use QuickBooks workflows to pull in billable expenses from QBO paid from the trust
How to Reference Unique Identifiers for CSV Imports with VRTrustLearn how to locate, copy, and use unique identifiers for listings and contacts when importing expenses and deposits via CSV