Learn how to capture and upload receipts to QuickBooks Desktop Plus or Enterprise 2021.
Upload receipts to QuickBooks Desktop using the QuickBooks Desktop mobile app or a computer. If you have a Pro Plus, Premier Plus, or Enterprise subscription, QuickBooks will match the info from your receipts with an existing transaction, then you can review and approve the match. Here’s how.
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Step 1: Add your receipts to QuickBooks Desktop
Note: Make sure not to upload any sensitive information like credit card numbers, social security numbers, or health information.
Step 2: Review, edit, and match receipts to transactions
Once you upload the expense receipts in QuickBooks Desktop, they’ll show up in the For Review tab. This is where you can review, edit, match, or add transactions to the register.
- Go to Vendor, then select Receipt Management.
- From the For Review tab, select the Refresh icon to see your receipts.
- From the receipt, select the small arrow then select Review.
- If the receipt matches the transaction, select Attach.
Note: If the match is incorrect, select Remove match then create a new transaction.
- Select OK.