Learn how to use the Receipts tab to enter, attach, and track your expense receipts.
After you select the Banking menu you’ll see the Receipts tab. This is where you can manage your expense receipts all in one place.
Step 1: Add receipts
Go to the Banking menu and select the Receipts tab.
Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. You can also email receipts to QuickBooks and they’ll show up here as well. You can use PDFs, images (jpeg, jpg, gif, or png), or info in an email.
Once your receipt is in QuickBooks, it will show up under For Review in the Receipts tab. From here you can select the row to have a side-by-side view of the receipt you sent and the data we extracted. You can also:
Select Review to edit the extracted information for the receipt. If there are multiple matches, selecting Review will allow you to choose the match you want.
Select Add if you want to create a new expense in QuickBooks with the receipt attached.
Select Match if you’re ready to match the entry with an existing record in QuickBooks. Note that if an imported banking transaction and a receipt are both in For Review, QuickBooks won’t suggest a match until you select Add for one of them.
If you have QuickBooks Online Plus or Advanced, you might use class and location tracking. For now, you’ll need to add or match the receipt first. Then, locate the record under Recent Transactions or in the Reviewed tab. Once you find it, add the class or location manually. Learn more about class and location tracking.