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Record or attach expense receipts in QuickBooks Self-Employed

by Intuit• Updated 1 year ago

Learn how to create a new transaction from a receipt image.

There are several ways to enter expense receipts into QuickBooks Self-Employed.

If you take a picture, QuickBooks can record new transactions from images of physical receipts. You can also attach receipts to transactions you already entered in QuickBooks. Here's how to do each method.

Create a new transaction from a physical receipt

If you bought something and got a receipt, you don't need to manually record the transaction in QuickBooks. Just take a photo of it and let QuickBooks take care of the rest.

On an iPhone or iPad (iOS)

Go to the Transactions menu and select the Plus (+) sign.
Select Snap receipt.
Take a photo of the receipt, or select the photo icon to upload an image.

QuickBooks Self-Employed scans the receipt and enters the details for you. It may take a few seconds. When the upload finishes:

Go to the Transactions menu.
Select the Unreviewed tab and look for the receipt.
Select the receipt and categorize it. If you see a Needs action message, select it to review your transaction. Correct any details and select Save.

On an Android phone or tablet

Select the menu ☰ icon.
Go to the Transactions menu and select the Plus (+) sign.
Select Snap receipt.
Take a photo of the receipt, or select the photo icon to upload an image. Note: Does your device make a beeping sound when you capture a receipt? Here's how to turn it off if you want to.

QuickBooks Self-Employed scans the receipt and enters the details for you. It may take a few seconds. When the upload finishes:

Go to the Transactions menu.
Select the Unreviewed tab and look for the receipt.
Select the receipt and categorize it. If you see a Needs action message, select it to review your transaction. Correct any details and select Save.

On a web browser

Instead of taking a photo, you can upload images from your computer.

Go to the Transactions menu.
Select Add receipt.
Upload an image of your receipt.

QuickBooks Self-Employed scans the receipt and enters the details for you. It may take a few seconds. When the upload finishes:

Go to the Transactions menu.
Look for the receipt.
Select the receipt and categorize it. If you see a Needs action message, select it to review your transaction. Correct any details and select Save.

Attach receipts to existing transactions in QuickBooks

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.

Check out receipt forwarding

You can use the receipt forwarding feature to email images of your receipts to QuickBooks Self-Employed.

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