Upload your receipts to QuickBooks Solopreneur

Learn how to upload and attach your receipts to transactions in QuickBooks Solopreneur.

QuickBooks Solopreneur lets you upload and attach receipts to your transactions. Doing this can help you manage your expenses and be ready for tax time. We’ll show you how to do this on the QuickBooks mobile app as well as the QuickBooks Solopreneur web experience.

Note:

• We don’t recommend uploading receipts with sensitive or personal info, like credit card numbers and government identifiers.
• QuickBooks Solopreneur supports PDF, JPEG, JPG, and PNG images.

Upload and attach using the QuickBooks mobile app

If you don’t have the QuickBooks Accounting mobile app already, make sure to install it from the Apple App Store or Google Play Store.

1. Sign in to the QuickBooks mobile app.
2. Select Transactions.
3. Select the transaction you want to attach a receipt to.
4. In the transaction details, select Receipts .
5. Choose one of the following options:
   • Take a photo: opens your camera app to allow you to take a clear and steady photo of your paper receipt.
   • Select existing photo: to browse and attach a file from your devices photo library.
   • Select from files: to browse and attach a file from your devices local files or cloud storage.
6. Once you’ve taken a photo or added a file, you’ll see it appear as an attachment on the Receipts list for that transaction.
7. From the Receipts list, you may select Add another receipt or swipe left on a receipt to view and select the Delete option, as needed.

On the All transactions screen, you’ll see a receipt icon on transactions that have at least one receipt attached.

Upload and attach on the web experience

1. Sign in to QuickBooks Solopreneur.
2. Go to Transactions.
3. Find a transaction you want to attach a receipt to, then select the pencil icon to open the Edit transaction panel.
4. In the Edit transaction panel, drag and drop a file in the dotted line area, or choose select files to upload a file from your computer.
5. Once selected, you’ll see the receipt on the Edit transaction panel for this transaction. From here, you may select Add another receipt. Or, select the Delete option, as needed. Select the thumbnail to preview the receipt.
6. Select Apply when finished.