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Level 1

moving snap photos of receipts into banking

I'm a complete novice at this so please bear with me. I take a photos of all our receipts, at the end of the day, I open quick books, go to banking and there are all the receipts. How do I go about attaching those receipts to the proper job so I know what my costs for that job are? Any help will be greatly appreciated. Thanks

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QuickBooks Team

moving snap photos of receipts into banking

I'll be happy to share information about handling your receipts, DSzymanski.

 

When you upload receipts, the system extracts the information and loads them in the For Review section of the Receipts section of the Banking page. Then, just like bank transactions, you can click on them and modify the details like choosing the correct category or making them billable to a job. That's how you can attach them to a job.

 

Please know that you can only make a transaction as billable to a job or customer if you enable the option to make expenses billable.

  1. Click on the Gear icon and choose Accounts and Settings.
  2. Go to the Expenses bar.
  3. Click on the Bills and expenses section.
  4. Enable the Make expenses and items billable option.
  5. Set up details for the markup, account, charge sales tax if applicable, and the terms.
  6. Click Save and click Done.

You can check out the article about capturing and categorizing receipts and bills for more details.

 

Post again if you have other questions in mind. Have a good one!

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