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Join nowAfter I use the mobile snap feature to capture receipts, the images are processed and data extracted to the various expense fields for my review. I don't like how the payee name is recorded in the "Description" field. Is there a way to change this so that the payee name is recorded in the "Payee" field instead?
It's my pleasure to be your QuickBooks guide, @sarahthom24,
The system auto-fills the Description field using the Header of the receipt. See this sample illustration:
While the details uploaded into QBO is dependent on the scanned information on the mobile app, you can update any missing or incorrectly mapped fields directly in the For Review section.
Here's how:
To know more about the Receipts feature, check out these links:
Manage your receipts in the Receipts tab.
Easily track business expenses.
Attachments in QuickBooks Online.
If you have other questions or need assistance with anything else in QuickBooks, please update me by clicking the Reply button below. I'll be more than happy to help. Have a wonderful week! All the best!
Am I able to take a pic of a bill and upload it from my phone on the app? I can with expenses, but I can't find the option for the bills.
Am I able to take a pic of a bill and upload it from my phone on the app? I can with expenses, but I can't find the option for the bills. Please advise.
Hi @keeganT,
The receipt capture feature is intended for receipts or expenses, as you stated above.
A feature that allows you to take a snap of bills and then records it in QuickBooks Online isn't available at this time. I can see how this would be very handy to you, and our other users alike. With that said, we've taken note of this idea.
You can visit this page from time to time, so you can learn what new features are released for QBO: The QuickBooks Blog.
Leave a comment below, in case you need further assistance. I'll get back to you as soon as I can.
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