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)How locking works for expenses and deposits with published-statement lines, a Books Closed date, or a matched bank record — and which fields stay editable.
- 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