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marcallsebrook8121
Level 1

How do import a pdf invoice for an expense over to Quickbooks to record it as a cost

Screwfix email I have received but need to move over to Quickbooks as a cost of goods for resale
1 REPLY 1
Lyn_D
QuickBooks Team

How do import a pdf invoice for an expense over to Quickbooks to record it as a cost

Hi, Marc. You can upload the PDF either through the Receipts section or by using the Attachments option.

 

Here’s the easiest way to do it using the receipt upload feature:

 

  1. Go to Accounting, choose Receipts.
  2. Click Upload from Computer, Google Drive, or Forward from email.
  3. QuickBooks will extract the details. When reviewing, select the Payee and Category (Cost of Goods for Sale).

    R3.png

  4. Confirm the Amount and Date.
  5. Save your changes.

   

If you prefer to enter it manually, click +Create > Expense > Attachments. Then, save.

R4.png

 

 

Please use Expense if you've already paid the invoice. If it's still unpaid, use Bill. Always review uploaded receipts, as the extracted details sometimes need adjustments. This will ensure that costs are accurately reflected in your profit calculations.

 

If you have any other questions about recording expenses or categorising your transactions in QuickBooks, feel free to drop them below. I’m always here to help you keep everything accurate and running smoothly.

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