What You’ll Learn in this Expense Management Training

• QBO’s built-in Online Bill Pay

• QuickBooks Online Advanced’s Approvals workflows

• Strategies for reconciling corporate credit cards

• How to import receipts into QBO

• Third-party apps for managing employee expenses, including Corpay, Fyle, and Divvy

After this class, you will be able to: 

• Identify the key features and benefits of QuickBooks Online's built-in receipt management and online bill pay.

• Evaluate the advantages and implementation of approval workflows in QuickBooks Online Advanced.

• Recognize the signs indicating readiness to leverage third-party solutions for enhanced expense management.

Expense Management in QBO Course Description 

When it comes to managing employee credit cards and approval workflows in QuickBooks Online (QBO) and other expense management workflows, there are several options and best practices.

While QBO offers built-in features for receipt management and online bill pay to handle accounts payable, managing employee expenses requires additional considerations. 

Encouraging employees to capture and upload expense receipts directly into QBO eliminates the need for manual data entry, but it’s important to ensure that employees categorize expenses accurately to maintain proper reporting.

When your employees all have their own corporate credit cards, QBO’s banking and reconciling gets unwieldy unless you strategize.

It’s also important to establish cost controls by defining spending limits for each employee based on their role and responsibilities within the organization, even where they are allowed to purchase. 

When your company grows to more than a handful of employees, it’s time to implement approval workflows, ensuring that expenses are reviewed and authorized before payment. While QuickBooks Online Advanced allows you to do this, uses of other versions have to turn to third-party expense management.

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Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

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Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Course Credits: 2 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: April 2025
Course Page Updated: March 2026

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