Select a Payee from the dropdown list or select "Click to Add New" to create one.

Select an account to record the expense from the dropdown menu. 

The system will display the Balance of the Payment Account

Set the Payment Date using the small calendar icon. 

Click and fill out the "Reference Number" field.

If the Payee has an associated Default Account, this field will auto-populate. Otherwise, make a selection by clicking on the dropdown menu. 

Click the "Add Line" button to create additional rows on the Expense Page. 

	#	ACCOUNT	DESCRIPTION	AMOUNT($)	BILLABLE	CUSTOMER	CLASS	
	1	
2000 - Accounts Payable
2020 - Accounts Payable - Rev Share
2010 - Commission Payable
12005 - 12001 Accounts Receivable 1
12001 - Accounts Receivable 1
1010 - Cash Register Pass Thru
1000 - Commissions Account
3000 - Credit Card
1008 - Escrow Account
1005 - Operating Account
1006 - Petty Cash
1600 - Plaid Checking
1605 - Plaid Saving
1999 - Title Settlement Clearing Account
Cost of Goods Sold
10120 - new credit card
32000 - Opening balance equity
Owner's Investment
Owner's Pay & Personal Expenses
Retained Earnings
66625 - Advertising & Marketing
6050 - Advertising - Other
6000 - ADVERTISING EXPENSES
6070 - Advertising Management
5555 - Agent Interest Expense
6560 - Agent Reimbursement
5150 - Allowances
5512 - Annual MLS Dues
Ask My Accountant
Bank Charges & Fees
5540 - Bank Fees & Maintenance
5545 - Bounce Check Fee
5820 - Broker Services
6520 - Brokerage Engine
5805 - Business Travel
Car & Truck
6550 - CINC
6530 - Cloze
5070 - Commission Advance
5040 - Commission Expense - Commercial
5030 - Commission Expense - Lease
5050 - Commission Expense - Mentor
5020 - Commission Expense - Referral Fees
5010 - Commission Expense - Residential
5080 - Commission Expense - Rev Share
5060 - Commission Overpayment
5530 - Company Liability Insurance
Contractors
6540 - Docusign
5830 - Donations
5520 - E&O Insurance
5521 - E&O Insurance - Recovery
5570 - GFI Digital
6040 - Gift Expenses
Insurance
Interest Paid
Job Supplies
Legal & Professional Services
5810 - Listing Expenses
Meals & Entertainment
5560 - Meals for Meetings
5800 - Misc. Operating Expenses
5510 - MLS & Office Fee
5511 - MLS & Tech Fee - Recovery
6001 - Newspaper
5610 - Office Equipment
5550 - Office Supplies
Office Supplies & Software
5500 - OPERATING EXPENSES
60000 - Operating Expenses (OE)
Other Business Expenses
5100 - Outgoing Referral Fees - Outside Broker
5700 - Photography
6026 - Postage
6004 - Printed Media Recovery
6020 - Prospects Plus
Purchases
6510 - Quickbooks Online
Reimbursable Expenses
Ren

Click the Trash Bin Icon to delete a line. 

Click the "Clear All" button to reset all fields. 

Once all the information has been inputted, click "Save"

How to Create an Expense Using Category Details