Quickbooks Desktop Mobile App Receipt Scanning from iPhone

Hi there, CaryMc. I can show you how to upload your receipts in QuickBooks Desktop (QBDT) successfully.

Let me provide additional information as to why you're having challenges opening your receipts in QBDT. When uploading receipts, use image formats such as JPEG, JPG, GIF, or PNG and PDFs. Also, consider converting your HEIF or HEVC images to a supported format if using an iOS device.

Here's how:

1. Open a HEIF image in your photos.
2. Choose a File, then select Export.
3. Select a format such as JPEG or PNG before saving.

You can also change your camera settings on your iOS device.

Here's how:

1. Go to Settings, then Camera.
2. Tap Formats, then select JPEG, JPG, or PNG.
3. Exit out of Settings.

After changing, take a picture of the receipt using the app. Then, delete the HEIC formatted images to avoid duplicates.

If you need assistance in changing your camera settings, you can contact Apple Support.

Furthermore, you can refer to this article to learn how to pay your bills in QBDT: Pay bills in QuickBooks Desktop

Don't hesitate to comment if you still have concerns about uploading your receipts in QBDT. I'm always here to help.

Hi RhoiceW, thanks for the information.  If I understand correctly, you're saying I show go into the Photos app on my phone (or to icloud on the computer) and convert them to the correct format.  The problem is that the the QBDT mobile app doesn't save the images to my photos.  I assume they are only saved somewhere in QB files.  Where do I go to retrieve the HEIC file so that I can convert it?

I also wanted to mention that I would prefer not to change the camera settings on my phone everytime I want to upload a receipt.  Thanks.

Let me explain where you can retrieve the file and when using your camera settings, Cary. 

As @RhoiceW mentioned, QuickBooks supports PDF,  JPEG, JPG, GIF, and PNG images. You can convert HEIC images to a compatible format before uploading the attachment to QuickBooks. This way, you'll not have to change your camera settings every time you upload a receipt. 

Also, QuickBooks attachments are stored in an Attach folder next to the company file. Within the Attach folder, there will be nested folders and the first one is the company name. This is the connection link between your company file and the QuickBooks attachments. 

If you happen to move the company file or rename it, the connection link will not be visible and will no longer display the QuickBooks attachment until it is corrected. You'll want to attach them to the correct folder so you can retrieve them easily. 

For more information, you can check out this article to guide you in converting HEIC images to a supported format. You can find the detailed steps under the Sharing and Converting this media section. Convert HEIC Images To A Compatible Format.

Furthermore, learn how to create rules to help QuickBooks match your Bank Feeds. I have this article for reference: Create Rules To Categorize Transactions In QuickBooks Desktop.

If you have any other concerns when scanning receipts with the mobile app, you can always get back to us so we can assist you further. Have a good one!

I have not been able to get QB Mobile scanned receipts to upload to my accounts.  Nothing ever matches.  It always reads that my vendor is not on my vendor list.  They are all already included on my vendor list. It keeps defaulting to the last 4 digits of my debit card number from the receipts, but when I change it to my checking account from the drop down list, it does not save my entry and defaults back to my debit card number.   Intuit needs to add the ability to add a scanner back to the 2024 Pro Plus program.    I stayed on the phone with Support for more than 30 minutes and even they couldn't figure out why all my "transactions" failed. This is such a waste of my time and effort.

I see that you've been experiencing some issues with uploading your scanned receipts through the QuickBooks Mobile app. We understand the urgency of addressing this matter. Let me route you to the appropriate department that can help address this issue promptly, dcmventuers.

While I don't have direct access to the details of your account, I encourage you to reach out to our support team again and provide them with additional information about the concern you've been experiencing. They will be able to look into this matter further and work towards a swift resolution.

For additional information about uploading receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise, you can click this article.

You can also continue attaching your documents using the mobile app. I know that it takes time and extra steps, but it's the best alternative we can offer right now.

Furthermore, I'm adding this link that can aid you in reconciling your accounts seamlessly: Reconcile an account in QuickBooks Desktop.

If you have any other questions about scanning receipts using your iPhone, let me know by adding a comment below. I'm always here to help.