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mcovell
Level 1

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

 
6 Comments 6
MaryLurleenM
Moderator

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

Good day, mcovell,

 

You can export your expense transactions with these steps:

  1. Click Expenses on the left pane.
  2. Select Expenses.
  3. You can filter the date, and the columns before exporting.
  4. Click on the export button.

Check out these articles for future reference:

Stay in touch with me if you need further assistance.

mcovell
Level 1

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

No I did not get the answer I needed and the tech support I spoke to was unprofessional.  The name of the person was Jizza B.

Rasa-LilaM
QuickBooks Team

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

Welcome back to the Online Community, @mcovell.

 

I appreciate sharing what happened with our QBO Care Team. Aside from enhancing the product’s features, we do the same thing with our line of support.

 

Your voice is important because it guides us on what areas we need to improve (product and support).

 

In regard to your concern, you’ll still be able to bring multiple receipts in QBO. All you have to do is to’s attach the transactions or send them in the body of an email.

 

Here’s how:

 

  1. Take a picture of paper receipts and forward them in an email. For example, online purchase, Uber or Lyft ride, etc.
  2. Make sure the file format is a pdf, jpeg, jpg, gif, or png and the file size should be under 20MB.
  3. Next, send the email to receipts@quickbooks.com
  4. Once it’s in your company file, QuickBooks automatically tries to pull out the vendor, date, total, and last four digits of the credit card number.
  5. The receipts will display in the For Review tab in the Receipts tab.

Check out the Email receipts to QuickBooks Online article. It provides an overview of how to register the email address and instructions to categorize your receipts.

 

If you have any clarifications or questions, post them in the Comment box. Please know the Community has your back, and I’m always here ready to assist further.

heatheranne33
Level 1

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

This does not answer the original question still. 

 

The original question states that we need directions for how to EXPORT expense receipts from QB online. 

 

Please help! The instructions online do not work as there is no option for RECEIPTS under the REPORTS tab.

 

Thank you!

Joesem M
Moderator

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

Thanks for joining this thread, @heatheranne33.

 

I can see that you're following the article for QuickBooks Self-Employed in exporting receipts in bulk.

 

If you're referring to the receipts attached or uploaded in QuickBooks Online. You'll want to go to the Attachment page and Export from there. I'll guide you how:

 

  1. Go to the Gear icon in the upper right corner.
  2. Click Attachments under Lists.
  3. Mark the attachments you want to export.
  4. Click the Batch actions button and select Export.
  5. Extract the downloaded zip file to your computer.

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Also, the option to export attachments is limited to 200MB. This is to make sure to avoid lagging issues while exporting files to Excel. 

 

You can also export other data from your company by following the steps in this article: Export reports, lists, and more.

 

Feel free to leave a comment below if you have any other questions about exporting in QuickBooks Online. I'm here to lend a helping hand. Stay safe.

heatheranne33
Level 1

Hello I need to bulk export my expense receipts. I found some online instructions but they do not guide me though the process for the version I am using Thank uou

Thank you, this is exactly what I was looking for!

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