When emailing receipts, there are specific requirements regarding file types and sizes that we need to consider, Lisa. I’d be happy to discuss this with you.
You're correct that PDF is one of the supported file types for QuickBooks, but let's also ensure that the email attachment's file size is between 46KB and 20MB, and that each image or file contains only one receipt. Following these guidelines will help eliminate errors.
Additionally, besides PDF, you can also use the following file formats for your receipts:
For more details on sending your receipts to QuickBooks Online, please check out this article: Email receipts and bills to QuickBooks Online.
Once your bills and receipts are in QuickBooks, it’s important to review and categorize them into the correct accounts to ensure your books are accurate.
Furthermore, we have a team of specialists available to provide personalized assistance with linking your accounts, automating tasks, and teaching effective bookkeeping practices to enhance your efficiency. For more information, please visit QuickBooks Live Expert Assisted.
If you ever find yourself with questions in the future, please know that we're here to help you every step of the way. Thank you for being a part of our Community forum, and we look forward to seeing your business thrive with QuickBooks Online!
