Expense Management

Track and manage all your barn expenses in one place, with powerful integrations to simplify bookkeeping.

Overview

EquineOps expense management helps you:

• Record all business expenses quickly and easily
• Categorize expenses for better reporting
• Track vendors and payment methods
• Sync with QuickBooks for seamless accounting
• Generate expense reports by date, category, or client

Key Features

Quick Expense Entry

Add expenses in seconds with:

• Simple form with smart defaults
• Recent vendors for quick selection
• Category suggestions
• Mobile app for on-the-go entry

QuickBooks Integration

When connected to QuickBooks, EquineOps:

• Syncs categories and vendors automatically
• Pushes expenses to QuickBooks
• Keeps data in sync bidirectionally
• Eliminates duplicate data entry

Reporting

Generate reports showing:

• Expenses by category
• Expenses by vendor
• Expenses by date range
• Client-specific expenses
• Export to CSV or PDF

Common Tasks

• Adding Expenses - Record expenses quickly
• QuickBooks Integration - Connect and sync with QuickBooks
• Categories & Vendors - Manage expense categories and vendor lists

Best Practices

Categorization

• Use consistent categories across all expenses
• Create subcategories for detailed tracking
• Review uncategorized expenses weekly

Vendor Management

• Keep vendor information complete and up to date
• Use official vendor names (not abbreviations)
• Add vendor contact information for easy reordering

Documentation

• Attach receipts to all expenses when possible
• Add notes explaining unusual expenses
• Review and approve expenses regularly

QuickBooks Users

If you use QuickBooks for accounting, we highly recommend connecting it to EquineOps:

1. Categories and vendors sync automatically
2. Expenses flow seamlessly to QuickBooks
3. Eliminates duplicate data entry
4. Keeps your books up to date in real-time

Learn how to set up QuickBooks integration →

Need Help?

Questions about expense management? Contact our support team.