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Libby walkmydog
Level 1

add pdf reciepts

I have 62 Ebay PDF purchase receipts/invoices i need to import 

is there an easy way ??

can self-employed read dates etc

receipt attached if it helps

 

Solved
Best answer April 22, 2022

Accepted Solutions
MarsStephanieL
QuickBooks Team

add pdf reciepts

Hi there, @Libby walkmydog. Thank you for reaching out to the Community. 

 

We're unable to import invoices to QuickBooks Self-Employed (QBSE). As a workaround, you can enter your invoices manually.

 

Regarding the receipts, you can upload them individually using a JPG, PNG, or PDF file. QBSE can detect the date and amount of the receipt being captured or uploaded. Then, you're going to categorize it.

 

Here's how to upload it:

 

  1. Go to the Transactions menu and select Add receipt.
  2. Click browser or drag and drop the file from your folder.
  3. Select Upload.

 

 

I see that importing invoices will benefit other users too. I'll share it with our product development team.
 

I also suggest sending them feedback through QBSE. Here's how:

 

  1. Log in to QBSE and go to Assistant at the upper-right corner of the page.
  2. Type in "Feedback" and choose Add a feature.
  3. Enter your concern and confirm. I've added a screenshot for your reference below:

 

 

I've added this article you can refer to know more about managing your receipts in QBSE: Should I keep my receipts in QuickBooks?
 

Moreover, you can check out this reference that can be handy in the future about organizing your receipts or transactions: Categorize transactions in QuickBooks Self-Employed. It contains details on how QuickBooks matches it to a line on your Schedule C.

 

If you have other concerns, please don't hesitate to get back to this thread. I'm always here to help. Stay well!

View solution in original post

1 REPLY 1
MarsStephanieL
QuickBooks Team

add pdf reciepts

Hi there, @Libby walkmydog. Thank you for reaching out to the Community. 

 

We're unable to import invoices to QuickBooks Self-Employed (QBSE). As a workaround, you can enter your invoices manually.

 

Regarding the receipts, you can upload them individually using a JPG, PNG, or PDF file. QBSE can detect the date and amount of the receipt being captured or uploaded. Then, you're going to categorize it.

 

Here's how to upload it:

 

  1. Go to the Transactions menu and select Add receipt.
  2. Click browser or drag and drop the file from your folder.
  3. Select Upload.

 

 

I see that importing invoices will benefit other users too. I'll share it with our product development team.
 

I also suggest sending them feedback through QBSE. Here's how:

 

  1. Log in to QBSE and go to Assistant at the upper-right corner of the page.
  2. Type in "Feedback" and choose Add a feature.
  3. Enter your concern and confirm. I've added a screenshot for your reference below:

 

 

I've added this article you can refer to know more about managing your receipts in QBSE: Should I keep my receipts in QuickBooks?
 

Moreover, you can check out this reference that can be handy in the future about organizing your receipts or transactions: Categorize transactions in QuickBooks Self-Employed. It contains details on how QuickBooks matches it to a line on your Schedule C.

 

If you have other concerns, please don't hesitate to get back to this thread. I'm always here to help. Stay well!

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