Upload receipts to QuickBooks Desktop Plus, Accountant, or Enterprise

Here’s how to upload PDFs or images of your receipt in QuickBooks Desktop. If you’re using PDFs, you can only have one receipt per page.

1. Go to  Vendor, then select Receipt Management.
2. Choose the Intuit Account you use for the company file.
   Note: If you don’t have permission to access the company file or your account isn’t associated with one, here’s what to do.
3. Drag and drop your receipts into QuickBooks or select browse to upload, then select your receipts.

Note: QuickBooks Desktop supports PDFs and images with JPEG, JPG, GIF, or PNG format. If you use a newer iPhone or iPad, you might have HEIC format images. Here’s how to convert existing images to a compatible format.

If you haven’t already, download the QuickBooks Desktop iOS app.

1. From the QuickBooks Desktop app, sign in to your Intuit Account and select the company to upload receipts to.
2. Tap the company to upload receipts to, then tap Continue.
3. Tap Capture Receipt.
4. Tap the Camera icon to take a picture of the receipt or tap the Photos icon to upload your receipt. If you need to, you can crop and rotate the photo.
5. Tap Use this photo.
6. Add a Name and Memo, then tap Upload photo then tap OK.
7. Sign in to your QuickBooks Desktop company file to review, edit, and match receipts to transactions.

If you haven’t already, download the QuickBooks Desktop Android app.

1. Open the QuickBooks Desktop Android app, then tap Receipt Snap.
2. Tap the company to upload receipts to, then tap Continue.
3. Tap Capture receipt.
4. Tap the Camera icon to take a picture of the receipt or tap the Photos icon to upload your receipt. If you need to, you can crop and rotate the photo.
5. Tap Use this photo.
6. Add a Name and Memo, then tap Upload photo then tap OK.
7. Sign in to your Intuit Account and select the company to upload receipts to. You’ll only need to do this once.
8. Sign in to your QuickBooks Desktop company file to review, edit, and match receipts to transactions.

Here’s how to email PDFs or images of your receipt to your QuickBooks Desktop company file. If you’re using PDFs, you can only have one receipt per page.

Step 1: Create a custom email address

1. Go to Vendor, then select Receipt Management.
2. Choose the Intuit Account you use for the company file.
   1. Note: If you don’t have permission to access the company file or your account isn’t associated with one, here’s what to do.
3. Select Email receipts.
4. Choose a custom email address you’ll email receipts to. It’ll end in @qbdesktopdocs.com, then select Create.

Once you make sure of the email address, the list of all the users who are part of the Intuit account will be shown to you. You can manage the users who can email receipts by using the toggle button.

Step 2: Email images of receipts to QuickBooks Desktop

Note: You can send multiple receipt images in one email as long as the email size is under 20 MB.

1. Take a picture of the receipt on your mobile device. The photo must be a PDF, JPEG, JPG, GIF, or PNG.
2. Make sure each image or file contains only one receipt.
3. Email the image to your custom email address @qbdesktopdocs.com. It may take a few minutes to send.

QuickBooks automatically pulls dates, amounts, vendors, and the last four digits of the credit card from the image.

If you’re uploading multiple receipts, you can edit or delete them in a batch.

1. Select the receipts and select Batch Actions.
2. Select either Edit or Delete if you wish to delete the receipts.
3. If you select Edit, make your edits to the Vendor Name, Account, Bank/Card details, or date of the transactions.
4. Select Save.

1. Go to Vendor, then select Receipt Management.
2. Select Upload from Google Drive. 
3. Sign in to your Google account.
4. Select up to 10 receipts. Each file should contain only 1 receipt.

The process can take up to 15 minutes. Once complete, receipts show in the review section.

If you have users who need to upload receipts or create new transactions to match receipts with, you can give different levels of access depending on their role. Here’s the permissions you’ll need to give the user:

• Bank Registers (and all Banking Accounts)
• Checks
• Credit card charges
• Credit card registers
• Customer Center
• Vendor Center
• Chart of Accounts List
• Class List
• Edit Bills
• Pay Bills

In QuickBooks Desktop, the user can upload, review, and match receipts to transactions. They can also add transactions to the register. In QuickBooks Mobile, the user can only upload receipts. Before you get started, make sure the user has an Intuit account associated with the company file and has been accepted in the CAMPs account as an authorized user.

1. Go to Vendor, then select Receipt Management.
2. Select Manage users.
3. Depending on what you want the user to do, select either Give Desktop and Mobile access or Give only mobile access.
4. Select Continue.
5. Select Add user, then enter the user's email address.
6. Keep the role as Basic user, then select Save.

When the user accepts the email invite, they’ll have access to manage receipts.

If you see the error “We’re unable to complete your request at this moment. Seems your Intuit account is not associated with a company file.” don't worry, this is because the company name is missing or there are special characters in your bank account name. Here’s what to do.

1. Sign out of your Intuit account.
2. From QuickBooks Desktop, select My company and make sure the company name is showing. If not, add the company name details.
3. Check your chart of accounts and edit the bank account name if there are any special characters.
4. Sign in to your Intuit account and try to upload your receipts again.