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Narinda
Level 1

Uploading receipts

When I take a photo of a receipt on my phone, I can see it on the computer but it is not showing up as an expense. Do I have to match it with the bank statement? If I put it in manually it does show up as an expense.

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Best answer June 14, 2021

Best Answers
Narinda
Level 1

Uploading receipts

I should add it is showing up as an expense but not on reports

View solution in original post

2 Comments 2
Narinda
Level 1

Uploading receipts

I should add it is showing up as an expense but not on reports

View solution in original post

IntuitSheila
Level 4

Uploading receipts

Hi Niranda,

 

Let's get this working for you.

 

After adding the receipts you'll see them under the Review section of the Receipts tab.  You'll need to review, categorise and match the expense receipts as these aren't added to your QuickBooks Online account yet. Furthermore, to show them on your expense reports, you'll need to make sure to allocate the receipts to the correct expense category. 

 

Here's how to categorise expense and bills:

  1. Click on the Banking/Transactions tab.
  2. Click on the Receipts tab.
  3. Under Review, select the receipt and categorise them.
  4. If you see a Match, there is a transaction added in QuickBooks Online and is a possible match of the receipt.
  5. Click on Match to link the uploaded receipt expense to the manually created transaction.
  6. If you're not seeing a match,  you can review and categorise the expense receipt, fill out details on each field and select a correct expense category, and then add it as an expense. 

You can check this article on how to Capture and categorise expense receipts and bills in QuickBooks Online.

 

Let me know if you need any help. Have a nice day!