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Senior Explorer *

Receipts on the cloud

Does any one have any suggestions on how a client can upload receipts to dropbox or any other program where I can view and enter transactions?

 

Any experience with Auto Entry app or something similar?

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QuickBooks Team

Re: Receipts on the cloud

Hello, @schmidtfs.

 

Let me help share some information about how a client can upload their transactions in QBO.

 

The client can scan or take pictures of receipt then upload it on the My Accountant Page. If there is no upload option on your client's side, you can upload a dummy file. 

 

Here's how:

 

  1. Go to Clients on the left side panel.
  2. Select the client name. 
  3. Open the Shared documents folder 
  4. Click the Upload tab.

Once done, you and your client can view, add, and delete these documents.

 

Let me know if you have additional questions about uploading transactions. I'm here to help.