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March 7, 2021
Question

App to capture receipts

  • March 7, 2021
  • 3 replies
  • 0 views

Is there an app where our staff can capture pictures of their receipts and upload them without having access to the entire QBO? Ideally the staff member could categorize the transaction as well. 

3 replies

Moderator
March 7, 2021

Hi @steve-fitzgerald,

 

We're unable to suggest a specific third-party app that you can use for your needs.

 

What I can suggest though, is for you to view this page: QuickBooks Apps Store. It's where you can find a complete list of third-party apps you can sync with your QuickBooks Online (QBO) company. 

 

To learn more about the Receipts feature in QBO, see this article: Capture and categorize expense receipts and bills in QuickBooks Online. It has the steps on how  you can upload receipt and bill images from a computer, a mobile device, and even through email. 

 

Tap the Reply button if you have additional concerns, and I'll be sure to handle them for you. 

Fiat Lux - ASIA
Level 14
March 7, 2021

What kind of business do you run? A construction company, a professional service, or else?

 

March 29, 2022

Hi,

 

Did you ever find anything to do this?  We are looking for the same thing.

 

Thanks!

QuickBooks Team
March 29, 2022

You can add your employees as users, @userterri-erlenbeck. I will walk you through the process.

 

They can utilize the receipt capture feature after you add them as users to your QuickBooks Online (QBO) account. However, depending on your QBO plan, you may be limited in the number of individuals you can add to your account.

 You can use this article as a reference for more information about user limits in QBO: Learn about usage limits in QuickBooks Online.

 

You can follow these steps to add them to your account:

 

  1. Go to the Gear icon.
  2. Select Manage Users.
  3. Click Add user.
  4. Select a user type.
  5. Click Next and select the access rights for the user.
  6. Enter the user’s name and email address, then click Save.

 

You can also read this article for more details: Add and manage users in QuickBooks Online.

 

If you reach the account's user limit, you may wish to upgrade your plan to increase your user usage limit.

 

In addition, I am adding a link that you can use for future reference. If you need to send your receipts in QBO, this will lead you through the steps to email receipts in QBO.

 

Let me know if you have any further concerns or questions about receipts or your users. I am always available to listen and respond to your questions. Have a wonderful day!