The Expense Report Issue – QuickBooks and Excel
This is an expense report that I designed to work perfectly with QuickBooks. That is to say that it makes the entry of a completed expense report so simple anyone can do it even if you’re not a nerd. The video below shows you how it works. You can download the template for free and if you want a full length video that walks you through the entire process of setting up this expense report template in MS Excel including how to run the reports you need in QuickBooks, export the lists and populate them in the lists in the Excel template so that the drop downs will be customized with your own information.
Download the template for free here
I downloaded the The Expense Report Issue – QuickBooks and Excel template a few times but cannot seem to open the template once it has been downloaded. Any suggestions?
Hi Tricia!
The template is in MS Excel 2007 format. If you are running MS Office 2003 then you will need to go onto Microsoft’s website and download a converter (free) to get it to open in Office 2003. You should actually get a prompt about this when you go to open the file.