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Level 1

Attaching receipts in QuickBooks

Just read this paragraph: 

Built-in receipt scanner
The QuickBooks app comes with built-in receipt scanning to help you track and organize your expenses. Simply snap a photo of a receipt and QuickBooks will attach it to the expense in your books. Plus, the scanned receipt is saved as a digital file for documentation at tax time.

 

 

My qiestions ions is where is this feature in my QuickBooks mobile app? 

5 Comments
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QuickBooks Team

Attaching receipts in QuickBooks

Good to see you here, Harvey. 

 

You simply need to create an expense transaction and take a photo to capture your receipts. Here's how:

  1. Tap the Plus (+) icon and select Expense.
  2. Click the Camera icon in the left-hand side
  3. Select Take Photo or Choose Existing

We also have video tutorial that will show you how to use this feature. Here's the link: https://www.youtube.com/watch?v=AuihXbjqmFg.

 

You can always visit us again in the Community if you have other questions. 

 

scan receipts.PNG

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Level 1

Attaching receipts in QuickBooks

Thank you for the prompt reply, the video link you sent me shows how to add the receipt manually as a new expense. I read QuickBooks will automatically match the receipt to an already existing transaction: “QuickBooks will attach it to the expense in your books”. That quote is from this page: https://quickbooks.intuit.com/features/receipts/

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Moderator

Attaching receipts in QuickBooks

Thanks for getting back, Harvey29.

 

Yes you're right. QuickBooks will attach the receipt if you have already have an existing expense transaction.

 

If there's anything else you'd like to know about attaching receipts using your QuickBooks mobile app, feel free to reach out to me. I'd be happy to help.

Highlighted
Level 1

Attaching receipts in QuickBooks

Is there a way to set it up so that the expense is not automatically entered into QBO but instead goes to a "holding area" similar to how transactions are received from a bank feed and then we have the option to accept, match or exclude them from being entered into the ledgers?

 

Highlighted
QuickBooks Team

Attaching receipts in QuickBooks

Hello there, @jzeigler.

 

Thank you for visiting the Community today. I can share some insights about your request about expense setup.

 

Currently, the "holding area" feature is only available with Bank Feeds. When creating an expense transaction in QuickBooks it automatically flows on the register and on the reports. If you realize that the entered expense is not necessary, you can just delete it.

 

For now, I'll send your product suggestion to our engineers. Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better.  You can do the same by going to the Gear icon and choosing Feedback.

 

I appreciate you reaching out to us here, and please let me know if there's anything else I can do to help. Have a good one.

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