Question

How do I attached a "snapped" receipt to a debit card expense when it shows up electronically for "review".

Forum|Forum|5 years ago
April 1, 2021
7 replies
95 views

I see an attachment option but it wants to search my local files no option to select a snapped receipt from phone app.

QuickBooks Online

Level 5

Thank you for posting your concern in the Community, alabamarolltide.

I'll make sure that you can attach a snapped receipt to a transaction.

Here's how:

Go to the Transactions menu. If you're on an Android phone or tablet, select the menu ☰ icon and then Transactions.
Find and select the transaction you want to attach the receipt to.
Select browse or Attach receipt.
Select an image and then select Save.

I've also added this article if you have further questions on how to capture and categorize expense receipts and bills in QuickBooks Online.

Feel free to respond to this post. I'm always here to help.

A

alabamarolltideAuthor

I am asking how I attached a receipt taken with IPhone with the QB app when I review the transaction on PC laptop.

J

JonpriL

Level 9

Hello @alabamarolltide,

Let me walk you through the steps on how you can review and attach a captured receipt to your expenses.

To start with, you'll have to email your receipts first to QuickBooks before you can review and attached them to your expenses. Let me show you how.

Go to Transactions.
Select Receipts.
Click Customize email.
Create and claim a customized email address. Most suggestions end with @qbodocs.com.
Select Customize email.
Click Confirm.

From here, you can forward your receipts after capturing them by following the steps outlined in this article: Forward images of receipts to QuickBooks Online.

Once done, you can go ahead and review your receipts. You can do so by selecting the captured receipts and clicking Review under the Receipts tab.

In the same manner, here's an article you can read to learn more about how you can review and categorize receipts: Categorize, review, or match receipts in QuickBooks Online.

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Banking with QuickBooks Online.

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

I

IceManDan910

Just figured this out myself today. If the bank account that the debit card is linked to is also linked to QB, wait for the system to pull in those expense transactions. Many times the system will automatically match the receipt to the expense pulled from the bank roll.

If the receipt does not automatically link, you can go to Transactions --> Receipts to review the receipt and create an expense from the receipt. You must fill out the Payment Account, Date, and Amount fields, and then when you click Save and Continue it will prompt you to search for any corresponding expenses from the bank roll that the receipt might be tied to. Just search for the corresponding transaction, select it and click save.

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