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How to Enter Mileage in QuickBooks

When you account for mileage, it makes it convenient to cut down the expenses at the end of a financial […]

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When you account for mileage, it makes it convenient to cut down the expenses at the end of a financial year during tax deductions. Adding your mileage enables you to take into account the total cost of having the company vehicle along with the maintenance, fuel, and registration expenses. By monitoring your mileage with QuickBooks, it is easy for a user to determine the absolute cost of a job and create the bill accordingly.

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Let’s learn in detail about tracking mileage in QuickBooks.

What is a QuickBooks Mileage Tracker?

Let’s learn in detail what a QuickBooks Mileage tracker is and how it helps users to enter mileage in QuickBooks.

QuickBooks mileage tracker monitors the mileage of your vehicles to provide you with tax advantages. It also determines anticipated tax deductions and allows you to export the particular mileage data so that it can be used in other reports.

The QuickBooks mileage tracker that uses the QuickBooks apps has made it very easy and convenient to track mileage. All you need to do is turn on the tracking option and QuickBooks will do the rest.

How to Enter a Mileage in QuickBooks?

You need to enter the odometer readings physically in the QuickBooks Desktop to input mileage. Here is a step-by-step guideline on how to enter mileage in QuickBooks Desktop to conveniently use QuickBooks Desktop Mileage Tracker.

Step 1: Go to the Company menu. Now choose Enter Vehicle Mileage option.

Step 2: Press on Vehicle List. Now press on the new button in order to add a new vehicle. In case some vehicles are added already, and you wish to add their mileage then presses on that particular vehicle from the given list to move further.

Step 3: Now, you must add the name of the vehicle. Make sure you add unique names so that identification can be done easily. The license plate number of the vehicle is a great form of identification. It can be put as a name. Now press OK.

Step 4: When the particular vehicle has been added, then press on it and then begin completing the travel information.

Step 5: Add the travel and the date along with the odometer readings for the trip, both before and after timings. Also, you can add additional data like who was travelling, what was the purpose, any attached invoice is available or not, etc. QuickBooks will be able to determine the mileage on its own.

How to Tracking Mileage in QuickBooks Online?

It is possible to monitor the business or mileage automatically in QuickBooks Online through its app. Here is how you track mileage in QuickBooks online:

Step 1: The QuickBooks app must be installed on the particular phone that is used for travelling with the vehicle. Provide the location permissions and above all, you should be a master admin to monitor mileage.

Step 2: On the particular app, navigate to the Mileage section and press on Auto-tracking.

Step 3: A toggle button is available near Auto-tracking. You need to turn it on by wiping it.

Step 4: From the particular Mileage option, choose the Vehicle icon and then press on the Add Vehicle option.

Step 5: You need to add the information and data about the vehicle. After that, press on save it.

It is now possible for QuickBooks to monitor the mileage on its own. It will also determine the beginning and completion of a journey. A user must categorize it as Business or Personal.

Step 6: Under the Mileage section, you need to swipe right for Personal and left for business. Now you need to enter additional information about the trip and then save it.

How to Categorizing Mileage in QuickBooks Online?

Once a user reaches his/her destination, they can categorize their particular mileage by analysing the trip.

Here are steps for categorizing mileage:

Step 1: Open the particular QuickBooks Mobile app.

Step 2: Press on the menu and choose Mileage.

Step 3: Press on the unreviewed tab.

Step 4: Choose the trip. Now you must classify the particular trip as Business or Personal.

Step 5: You can enter the purpose for the particular trip and then press on Save.

In this article, we have discussed in detail about entering mileage in QuickBooks. We have also talked about how to categorize and track mileage in QuickBooks.

Entering mileage in QuickBooks is quite crucial to keep track of the expenses concerning the vehicle. However, if you find it difficult to leverage this function of QuickBooks and add mileage to the accounting software, we highly recommend you to consult professionals.

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What is the Time Tracking Functionality in QuickBooks?

QuickBooks provides time-tracking functionality. It helps to monitor the total number of hours an employee has worked. Before beginning to track time in QuickBooks Online, it is mandatory for you to make sure that the time-tracking option is turned on.

In order to turn the time tracking on, follow the steps given below:

Step 1: Navigate to the Settings Menu from the particular gear icon.

Step 2: Now move to the Account and Settings.

Step 3: In the particular advanced tab, navigate to the Time Tracking section.

Step 4: Make sure that the Make Single time Activity Billable to Customer and Add Service field to timesheets are both allowed.

What are the Reports one can get on Vehicle Mileage?

In general terms, reports on vehicle mileage help you to trim down the costs and lower the tax deductions at the end of a fiscal year. Furthermore, a vehicle mileage report also provides a detailed overview of the cost of having a vehicle. Such costs include fuel, regular maintenance, and other vehicle expenses.

Thus, having different reports on vehicle mileage helps users get a complete understanding of the cost, the reasons for it, and the scope to lower it significantly.
Typically, there are four distinct reports that assist you to review and analyze your mileage records. In order to access and use the mileage reports, do the following:

Step 1: Select Jobs.

Step 2: Press on Time and Mileage from the particular Reports menu.

Step 3: Now, choose the required mileage report.

Here are the four mileage reports:

Mileage by Vehicle Summary
Mileage by Job Summary
Mileage by Vehicle Detail
Mileage by Job Detail

Features of Dancing Numbers for QuickBooks Desktop

Imports

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Deletes

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Customization

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Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
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Statement Charge

Vendor Transactions

Bill
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Purchase Order
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Banking Transactions

Check
Journal Entry
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Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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