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Attach receipts to expenses in the QuickBooks Online mobile app
by Intuit•1• Updated 3 months ago
Manually adding receipts and expenses to QuickBooks Online using the QuickBooks Online mobile app helps you keep accurate financial records on the go.
In the QuickBooks Online mobile app, you can either
- Add an expense and attach the receipt at the same time, or
- Attach a receipt to a previously entered expense.
Option 1: Add an expense and attach a receipt at the same time
- Open the QuickBooks Online mobile app.
- Select the Menu ≡ icon.
- Select Expenses, then Add expense or the plus sign icon.
- Select the camera icon to take or attach a photo of your receipt to the expense.
- Enter the details of the expense, including who you paid, how much you paid, when you paid, and which account you paid from.
- Select a Type of expense.
- This helps with categorisation. If you want to create a new expense category, select the plus sign icon.
- Enter the tax rate, a short description of the expense, and a reference number.
- Select Save.
Note: You can split expenses into multiple categories or amounts by selecting Split.
Option 2: Attach a receipt to a previously entered expense
- Open the QuickBooks Online mobile app.
- Select the Menu ≡ icon.
- Select Expenses.
- Select the expense you wish to attach the receipt to.
- Select Add notes or attachments to attach a photo of the receipt.
- Select Photo to take a photo of the receipt.
- Select Choose from Library to upload a photo from your device’s photo album.
- Exit the screen. It'll be automatically saved.
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