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Level 1

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

 
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Best answer 2 weeks ago

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QuickBooks Team

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

Hi LindaJB, 

 

It will be best to do these steps on a browser as once the receipt uploads it may default to add as an Expense.

 

  • In the Banking > Receipts section on the browser you can select the Actions arrow and review
  • You will then see Edit Receipt Details
  • Here you can change the Document type to Bill 
  • When you choose the Applicable Account/Category the system will automatically apply the open amount to Accounts Payable

If you are needing to do this via the Mobile App please let me know what device you are using and I will get the steps for you. 

 

Thanks,

Rebecca 

 

 

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Highlighted
QuickBooks Team

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

Hi LindaJB, 

 

While you cannot assign an Expense directly to Accounts Payable, you can use the Receipts feature to create a new Bill. 

 

This is done during the review process once the receipts have been uploaded. 

 

Please let me know if you have any other questions at all. 

 

Thanks, 

Rebecca 

Highlighted
Level 1

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

Thanks Rebecca.  How would I do that in the review process?

Highlighted
QuickBooks Team

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

Hi LindaJB, 

 

It will be best to do these steps on a browser as once the receipt uploads it may default to add as an Expense.

 

  • In the Banking > Receipts section on the browser you can select the Actions arrow and review
  • You will then see Edit Receipt Details
  • Here you can change the Document type to Bill 
  • When you choose the Applicable Account/Category the system will automatically apply the open amount to Accounts Payable

If you are needing to do this via the Mobile App please let me know what device you are using and I will get the steps for you. 

 

Thanks,

Rebecca 

 

 

View solution in original post

Highlighted
Level 1

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

Thank you , that works nicely.  I understand I can capture the photo of a bill on the mobile app.  Could I give access to employees to also use the app on their phones just for receipt capture, without them seeing my whole file?

Highlighted
QuickBooks Team

Can the receipt capture feature feed into accounts payable or is it only for cash/paid transactions?

Hi there, LindaJB.

 

We're unable to give access to employees or users for receipt capturing alone. You can refer to this page where different user types and permissions you can grant them are listed: User types and user permissions in QuickBooks Online.

 

Meanwhile, you can ask your employees to manually capture the receipts and send them to your email. You can also check out this page for more details about our Receipts option: Email receipts and bills to QuickBooks Online.

 

I'll surely take note of this suggestion for future updates. Always know that the Community is available 24/7 to help you with your questions.