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mail-reedelectri
Level 1

When processing receipts on the app is there a way to set tax type and payment account to reduce manually entering those fields?

 
1 REPLY 1
RhoiceW
QuickBooks Team

When processing receipts on the app is there a way to set tax type and payment account to reduce manually entering those fields?

Hi there, reedelectri. Let me provide additional information about processing receipts on the QuickBooks Online (QBO) app.

 

Currently, the QuickBooks app offers some automation features, but setting default tax types and payment accounts directly within the mobile app isn't available. You'll have to manually enter the tax type and payment account to process the receipt.

 

In addition, after you record your receipts, you can refer to this article to learn how to pay your bills and expenses in QBO: Enter and manage bills and bill payments in QBO.

 

Comment back to this post if you still have concerns about managing your receipts in QBO. I'm always available to help.

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