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How do I upload a receipt to QuickBooks online without attaching it to a transaction at first?

My client would like to send receipts directly to QuickBooks Online right after paying for them so they don't get lost. How do we do that?
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Best answer 4 weeks ago

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QuickBooks Team

How do I upload a receipt to QuickBooks online without attaching it to a transaction at first?

Welcome to the Community space, @mariasevensouls.

 

You can directly upload the receipts in QuickBooks Online without attaching it to the transaction first. Just go to the Receipt tab under the Banking or Transactions menu. I'll guide you how:

 

  1. Open a web browser, then sign in to QuickBooks Online.
  2. Go to the Banking or Transactions menu and select the Receipts tab. 
  3. Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. You can also email receipts to QuickBooks and they’ll show up here as well. You can use PDFs, images (jpeg, jpg, gif, or png), or info in an email.

 

For mobile devices, here's how to add a receipt:

 

  1. Open the app, then tap the Menu ≡.
  2. Tap Receipt snap.
  3. Hit the Receipt Camera and snap a photo of your receipt.
  4. Tap Use this photo, then Done.

 

Once the receipt is added in QuickBooks Online, they'll show up in the For Review tab where you can review, edit, and match transactions.

 

For detailed information, click this article: Capture and categorize receipts and bills.

 

You can also read through these articles to learn more about tracking your receipts in QuickBooks:

 

 

If you have other questions in mind, share them in the comments below. I'll get back to you as soon as I can. Take good care!

View solution in original post

1 Comment
Highlighted
QuickBooks Team

How do I upload a receipt to QuickBooks online without attaching it to a transaction at first?

Welcome to the Community space, @mariasevensouls.

 

You can directly upload the receipts in QuickBooks Online without attaching it to the transaction first. Just go to the Receipt tab under the Banking or Transactions menu. I'll guide you how:

 

  1. Open a web browser, then sign in to QuickBooks Online.
  2. Go to the Banking or Transactions menu and select the Receipts tab. 
  3. Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. You can also email receipts to QuickBooks and they’ll show up here as well. You can use PDFs, images (jpeg, jpg, gif, or png), or info in an email.

 

For mobile devices, here's how to add a receipt:

 

  1. Open the app, then tap the Menu ≡.
  2. Tap Receipt snap.
  3. Hit the Receipt Camera and snap a photo of your receipt.
  4. Tap Use this photo, then Done.

 

Once the receipt is added in QuickBooks Online, they'll show up in the For Review tab where you can review, edit, and match transactions.

 

For detailed information, click this article: Capture and categorize receipts and bills.

 

You can also read through these articles to learn more about tracking your receipts in QuickBooks:

 

 

If you have other questions in mind, share them in the comments below. I'll get back to you as soon as I can. Take good care!

View solution in original post

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