u/NeuroPsycBro

Been putting clients on an expense app for about two years now, most of them small shops, and it's been fine. One thing bit me twice this year so I'm writing it down for whoever comes next.

If the client goes into QBO and adds a new expense account, say they split Meals into Meals and Client Entertainment, the expense side doesn't know about it until someone syncs the connection and updates the category mapping. You don't find out until you're exporting at month end and half the report won't go.

Now I re-sync first thing every month before I touch anything. Curious whether other people just tell clients not to add accounts without asking first.

Single member S-corp, second year. Everything I read says under 75 you don't need the receipt for travel and meals, just the record of what it was for, but every accountant I ask gets twitchy and tells me to keep it all anyway. If you've been looked at, did a card statement plus a note in your books hold up, or did they want the paper?