Upload TripLog mileage data to Intuit QuickBooks as mileage reimbursement Expenses and Bills payable to your employees or yourself, or as invoices to bill your customers.
BEFORE YOU START
If you just need to record mileage for tax return, you don’t need to integrate. Simply run TripLog mileage reports and copy a few numbers to TurboTax. For reimbursement or invoice, please read on.
If you have a QuickBooks Online account and need to integrate with TripLog, please follow the link to get started. Log in to QBO account and allow access. You need to register a TripLog account if haven’t yet.
MAKE IT WORK
Once the accounts are connected, choose the use case: upload mileage as Expenses, Bills, or Invoices. Then log in to TripLog and upload mileage expenses to QuickBooks.
QUICKBOOKS INTEGRATION GUIDE
There are 3 ways TripLog uploads mileage data with QuickBooks Online. Each has its own use case. Please follow each section to see the how it works.
This is to upload mileage expense amount as QuickBooks Expense entries to yourself or your employees as reimbursement. If you’ve set up QuickBooks Payroll and have other employees or yourself as an employee, this is the best way to expense yourself or reimburse your employees.
If you don’t have QuickBooks Payroll or the person is not set up as an Employee in QuickBooks, you can choose to set them up as Vendors and create mileage reimbursement as Bills. Then in QuickBooks, you can make payment to those Bills.
This is another use case. If your clients or customers pay you for the mileage you drive to their sites, you can track mileage with TripLog and upload the mileage as QuickBooks Invoices and send to the Customers. You can choose to create separate Invoices, or Billable Expenses and manually add to existing Invoices, or create both.