cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Do you need any support with Making Tax Digital (MTD)? - Ask it here!
sales60
Level 1

Hi I'm trying to add receipts to my transactions however, I've looked at guidance online and it states to click on the transaction tab but I don't have one?

 
1 REPLY 1
GarlynGay
Moderator

Hi I'm trying to add receipts to my transactions however, I've looked at guidance online and it states to click on the transaction tab but I don't have one?

Hi sales60,

 

There are ways on how to attach receipts on your transactions. 

 

When accessing QuickBooks Online using a web browser, here's how to attach a receipt: 

  1. Go to Banking.
  2. In the For Review page, click on the transaction.
  3. Click on the Add Attachment link.
  4. Browse the receipt and click on Open.
  5. Click on Add.

To attach receipts on an invoice, sales receipt, bill, etc.:

  1. Click on the Plus icon.
  2. Select a transaction.
  3. Enter the information.
  4. Click Attachments.
  5. Browse the file and click on Open.
  6. Click on Save and close.

You can also do it using the QuickBooks Online Mobile App.

 

Here's how:

  1. Create a transaction (invoice, bill, expense, etc.).
  2. Enter the details and click on Save.
  3. Scroll down and click on Add notes or attachments.
  4. Browse the receipt and save. 

You can also attach multiple receipts and assign them to a customer or vendor:

  1. Click on the Hamburger icon on the left upper portion.
  2. Scroll down and select Notes & Attachments.
  3. Click on Add note.
  4. Choose a customer/vendor to assign the attachments.
  5. Click on the clip icon to browse.
  6. Click on Save

 

I got you on this if you've got more questions about QuickBooks Online. 

 

Need to get in touch?

Contact us