Do I need to upload receipts if I have my bank account connected?

Hi @Brittwales1 

Even without connecting the bank account there is no requirement for receipts/bills to be uploaded to QBO - it's purely a convenience.

If you're worried about MTD - again, the requirement is only to have the records in a digital format not to have a scan or photograph of every piece of paper you receive.

Hope this helps.

Hi,

Can you confirm that this is still the case? There are conflicting statements online about keeping receipts for the taxman. 

The transaction is not a receipt, so are you sure I don’t need to attach a receipt to each transaction?

I'm here to explain the importance of attaching receipts in QuickBooks Self-Employed (QBSE), DavidRD.

When adding receipts in QBSE, it ensures all transactions are recorded to back up your financial statements. Also, stored receipts are important during tax season since they are proof of costs and deductions claimed on tax returns. QuickBooks then organizes these receipts for you so they are ready for tax time and audits. 

If you need to upload images, you can follow the steps below:

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

You can check out this article for more details about several ways to enter expense receipts: Record or attach expense receipts in QuickBooks Self-Employed.

Moreover, refer to this article if you need to export receipts all at once or one at a time: Export receipts from QuickBooks Self-Employed.

Don't hesitate to add a comment if you have any other questions about uploading receipts or any QBSE-related concerns. I'll get back to you as soon as possible. 

Hi @DavidRD 

You should keep all receipts (whether for VAT or tax purposes).

You do not have to upload scans/photos into QBO to match against each transaction.  If it's more convenient for you to do that, all well & good, but I'd still keep the paper receipts as well.

Hope that helps.