Need to cleanly record in QBO a workflow where owner sends money to employee via personal card, employee then pays vendor with personal card, and neither personal card is tracked in QBO.

Workarounds Described

• uses owner clearing account to track advance
• considers treating as if owner paid vendor directly

Implied Software Gaps

• Integrated advance and reimbursement management that handles personal card intermediary steps

AdvanceFlow

AdvanceFlow is a lightweight expense management app that integrates with QuickBooks Online to handle employee advances and reimbursements seamlessly. It tracks the flow of cash from owner to employee to vendor, automatically classifying each leg and producing clean journal entries.

Existing Solutions Mentioned