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brent-erskine57
Level 1

Took a picture of receipt and saved it in Quickbooks. Trying to attach it to client invoice but can't find where its saved

 
3 Comments 3
AddieC
QuickBooks Team

Took a picture of receipt and saved it in Quickbooks. Trying to attach it to client invoice but can't find where its saved

Hi brent-erskine57, 

 

The new Receipts tab in QuickBooks Online helps you organize and manage your expense receipts all in one place! When you scan or upload a receipt, it creates an attachment automatically. I'd be happy to explain where the attachment is saved to. 

 

Once the expense transaction is created, the receipt will automatically get uploaded as an attachment to that expense transaction. In order to view the attachment, simply open the expense, and view the Attachments section at the bottom of the page. 


I hope this helps! If you have any other questions about the Receipts feature that aren't outline in the article I linked above, please reach out to our tech support team

Cheers. 

meg28607
Level 1

Took a picture of receipt and saved it in Quickbooks. Trying to attach it to client invoice but can't find where its saved

Will the receipt also attach automatically to a categorized expense from a past year?

JamesM
QuickBooks Team

Took a picture of receipt and saved it in Quickbooks. Trying to attach it to client invoice but can't find where its saved

Hi meg28607. QuickBooks will automatically add your transactions to the For Review tab on your Banking menu. However, you'd have to manually categorize the transactions with the guidance of this article here:

Capture and categorize receipts and bills. The program will go as far as suggesting a match but you'd still have to manually accept the match. Let me know if you have questions. I'll be on standby. 

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