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Hi, T4walls3000. Let's find the best solution for uploading your PDF receipt, as I understand how this could affect your workflow.
First, can you tell me where you are uploading the receipt (through the QBO mobile app or browser)? Do you receive any prompts or error messages?
To upload a receipt in QuickBooks Online (QBO) using the mobile app, we need to snap a photo of it first because the system will extract the information from the image.
Receipts can be uploaded directly to a transaction through the web browser, either from the banking page or by attaching them to the specific transaction.
Follow these steps to upload receipts through the banking page:
1. Navigate to the Accounting tab.
2. Select Receipts.
3. Choose Upload from computer or Upload from Google Drive.
This allows you to upload receipts saved on your device. However, note that receipts do not appear directly as recorded expenses in your books. They must first be linked to an existing transaction or manually categorized. The key purpose of uploading receipts is to match them with specific transactions, whether downloaded from your bank feed or manually created/uploaded.
Alternatively, you can upload a receipt by attaching it directly to a specific transaction, such as a bill. Review the transaction, then click on Add attachment to include the receipt as a supporting document. I've added a screenshot for visual reference.
The system also offers a convenient receipt forwarding feature. With this, you can email your expense receipts and bills directly to QBO. For further details on how to use this feature, I recommend checking out the article linked for additional guidance.
These options make it easy to keep track of your receipts and ensure accurate matching with your transactions, whether you are on the go using the app or working from a browser.
I'll be here to help if you have further queries or need assistance managing your receipts in QuickBooks Online. Just select the Reply button, and it would be my pleasure to provide assistance.
