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 categorise 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 categorise 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 categorise it. If you see a Needs action message, select it to review your transaction. Correct any details and select Save.