Hi, @al-cch. Let me share additional information about scanning receipts to QuickBooks Online (QBO).
You're right. At this time, the system allows you to scan and email expense receipts and bills to QuickBooks from your computer or portable device. Here's how:
- Take a picture of your bill or receipt on your mobile device. The photo's file type must be a pdf, jpeg, jpg, gif, or png, and make sure each image or file contains only one receipt.
- Email the image to your custom email address @qbodocs.com. It may take a few minutes to send. You can send multiple receipt images in one email. The email attachment's file size must be between 46KB to 20 MB.
You can also upload them to QuickBooks by installing the QBO app for iOS or Android.
For income transactions, you have to record the entries manually for now. Or, prepare an Excel CSV file, then upload it to QuickBooks.
For purchase orders (PO), you can also track the transactions from the +New icon.
If you want to add attachments to your QBO entries, see this article as your reference: Add or delete attachments in QuickBooks Online. The same resource will guide you on how to delete attachments if needed.
Please keep in touch if you need more help while tracking your incoming checks. I'm determined to help. Keep safe!