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formbygroup
Level 1
posted
‎April 25, 2021 05:22 PM
last updated ‎April 25, 2021 12:22 AM

Downloading receipts

My bookkeeper is changing me over to another accounting package.  I want to download my receipts that are attached to individual expense transactions.  I currently subscribe to Simple Start.  This batch method to export these attachments doesn't work properly 

  1. Go to Settings ⚙.
  2. Under Lists, select Attachments.
  3. Select the checkboxes for the receipts you want to export.
  4. Select the Batch actions ▼ dropdown and then select Export.
  5. A ZIP file downloads to your computer. Open the ZIP file to get a folder with all the receipts you selected.

- it downloads a few receipts to the zip file and then nothing happens.  I can find all the expense transactions which have receipts attached but I would then have to download all 370 of these one by one.  Alternatively, is there a cheap plan to have read only access to QB for five years in case of a tax audit?

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3 Comments 3
DivinaMercy_N
Moderator
Moderator
‎April 25, 2021 06:00 PM

Downloading receipts

I got you covered, @formbygroup.

 

Read-only access happens after you've cancelled your QuickBooks Online subscription. This will enable you to view your QBO data for a year. After that period, the system will automatically delete your QBO account. To keep your data, you can export your QBO reports, lists and forms and save copies of these on your hard drive. For the detailed steps, please see this article: Export Data out of QuickBooks Online. 

 

For QBO plans and pricing, I highly recommend reaching out to our Customer Care team. They can provide options and give you advice on what actions you can take. Here's how:

  1. Go to the Help icon.
  2. From the Assistant tab, type your concern. Example: Is there a cheap plan to have read-only access to QBO for five years in case of a tax audit?
  3. Then, type Talk to a Human and click the Get help from a human option.
  4. Choose either Chat or Callback.

 

To get in touch with our support team immediately, check out our support hours page.

 

Also, you can always visit our Help articles page to seek sources to guide you in performing any QuickBooks tasks. Simply type a keyword of your concern on the search field and let the system show related articles to help you. 

 

Post again here if you have other questions about managing your QBO account. I'll be around to help. Keep safe. 

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formbygroup
Level 1
‎April 29, 2021 09:09 AM

Downloading receipts

Thanks, Divina.

 

I have tried the steps for downloading receipts as attachments several times.  It doesn't seem to work but I'll give it another go next week.  What happens is that it downloads the same 20 or so receipts and not the rest.  The link you sent mentions apps that can help.  I presume that Expensify is what's being referred to?  From what I can gather it is good for capturing receipts using a phone and reconciliation but there is nothing that I could find about syncing existing receipts with Expensify and then downloading.

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Intuit Zac
Content Creator
‎April 29, 2021 12:51 PM

Downloading receipts

Hi FormByGroup,

 

Thank you for getting back to us on this.

 

When you try going it again next week, I would suggest getting in touch with our support team, so that we can go through the steps together with you. Their contact details can be found in the link below:

 

https://help.quickbooks.intuit.com/en_AU/contact

 

Thank you and please let us know if you require any additional assistance.

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