Hello there, Pete! I'd be happy to guide you through the process of downloading receipts in QuickBooks Online (QBO).
If you have received a receipt via email in QuickBooks, we will extract the information from it and create a transaction for you to review. You will then have the option to edit the receipt, add it to an account, or match it to an existing transaction in the Receipts tab before downloading it. This will also ensure that you have the receipt saved for tax purposes.
To forward images of your receipts and bills, you can create a custom email address. This will allow you to do so even when you are on the go. To create a custom email address, follow these steps:
- Go to Bookkeeping, select Transactions, and then click Receipts. Or choose Bank Transactions, then select Receipts.
- Select Forward from email.
- In the Enter email address field, create a customized email address. It will have @qbodocs.com at the end.
- Note: If you want to update the email address later, go to the Your forwarding email section, then select Update. Enter a new email address, and select Confirm Change.
- When you're ready, select Next.
- Confirm that it's accurate and then select Looks Good.
- Select Done.
By following these steps, you can effectively manage and download receipts in QuickBooks Online.
You can also visit these articles to get additional insights and information on importing and exporting reports and other transactions:
If you have more questions about other data-related topics in QuickBooks Online, please feel free to leave a comment below. I am always available to help. Have a great day!
