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ryanwhitty-ymail
Level 1

How do I split my expenses so when I scan a receipt, I can put them into fuel, equipment, food etc to make my accounts more straight forward

 
3 REPLIES 3
RCV
QuickBooks Team
QuickBooks Team

How do I split my expenses so when I scan a receipt, I can put them into fuel, equipment, food etc to make my accounts more straight forward

I'll shed some more light on how receipts and expenses work in QuickBooks. 

 

The option to split your expenses when scanning a receipt is unavailable. However, we can review, edit, add, or match them with existing transactions to ensure it is categorised and accounted for properly. Then, add lines to split and categorised them. See the see screenshot for your reference: 

 

line.png

 

Here's how to upload a receipt and review it in QuickBooks then add it directly to your books: 

 

  1. Go to Transactions, then select Receipts (Take me there).
  2. In the For review tab, review your uploaded receipts and bills. QuickBooks lets you know if it finds existing transactions in your books that match with your uploaded receipts or bills.
  3. Check the labels in the Action column to find out what steps you need to take next.

 

You might want to check this article out if you need more help managing your receipts: Upload your receipts and bills to QuickBooks Online. The Online Banking and the Receipts feature are separated. However, you can use the Bank Rules module to automatically add those expenses (and other downloaded transactions) into QuickBooks. The receipts would still need to be reviewed and added though. To use the Split option in the Banking page, refer to the steps below:

 

  1. Click the Banking menu and select the bank account where the transactions are allocated.
  2. Next, look for the expense transaction and click to expand the view.
  3. Select the Categorise radio button.
  4. Then, click the Split option.
  5. From there, select the appropriate information for each field.
  6. Once done, click Apply and accept.

 

 If you need to help categorising your bank transactions, you can check this article: Categorise and match online bank transactions in QuickBooks Online. To help you learn the ropes in QuickBooks Online, feel free to check out other articles on our articles list page

 

I'm looking forward to hearing from you. Let me know if you have clarifications about uploading receipts. I'm here to help enlighten them for you. Have a good one.

4Gal
Level 11

How do I split my expenses so when I scan a receipt, I can put them into fuel, equipment, food etc to make my accounts more straight forward

@ryanwhitty-ymail 

You can use a 3rd party expense management app to integrate with QBO.

CamelleT
QuickBooks Team

How do I split my expenses so when I scan a receipt, I can put them into fuel, equipment, food etc to make my accounts more straight forward

Hi there, ryan.

 

In regards to the suggestion of my colleague, you can also refer to 4Gal's recommendation to manage your expenses using a third-party app. Here's how: 

 

  1. Go to the QuickBooks Online (QBO) App Store. Choose GB on the upper part beside the Sign-in button.
  2. In the search bar, type the keyword of the process or transaction you need.
  3. Browse the suggested apps that match your needs.

 

Additionally, check out this article to help you manually add transactions to QBO: Manually upload transactions into QuickBooks Online.

 

Comment below if you have further questions about managing expenses and uploading receipts to QBO. I'll be here to help. 

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