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I've looked at apps like expensify and receipt-bank, they do a great job capturing the data off of the receipt and inputting it into quickbooks. They do not seem to actually copy the pdf/jpg image of the receipt and attach it to the transaction in quickbooks however. Instead they insert a link into the memo that points you to their own servers to view the images.
What happens if for whatever reason I stop using that particular service? It looks like you can export all of the images easily, but now finding the right receipt turns into a nightmare.
It seems to me like having the image associated with the transaction in Quickbooks is the best place to have it. That ways it's always with your transactions. Are there any similar services that also upload and attach the actual image and put it in the quickbooks datafile?
Are there any downsides to attaching every single expense receipt? and vendor invoice to quickbooks?
Let’s find an app that can integrate with your QuickBooks Desktop account, @nickstiv.
In QuickBooks Desktop, you can use the QuickBooks Scan Manager, to scan and then attach them to your account. See this QuickBooks Scan Manager: Scan and attach documents to transactions article for more information.
Since you’re having these receipts from your mobile phone, I suggest checking for a third-party app that supports this. You can go to Apps for QuickBooks Desktop to check for a supported app that can successfully integrate with QuickBooks Desktop.
You can also reach their Customer Support and verify what happens to those attached receipts after canceling their service.
We suggest talking with your accountant or a tax professional for specific questions about receipts and record-keeping.
Let us know if there's anything that we can help with your account. The Community is always here to help.
Thank you for the response, but I did check the App Store. That's how i found out about receipt-bank and expensify. Both of which are close to what I want in terms of functionality, but not quite. There are plenty of other apps out there, but instead of testing every one i thought i'd ask the community if they were aware of something that could help me.
Don't take this the wrong way, but I don't care what they say they'll do with my data today. If they're cloud hosting my data, it's at their mercy and however they decide to change their policies in the future. Especially if i cancel my contract with them, they can do as they please. As I said in my Original Post: Sure i can download it, but now nothing is linked and it's just a complete mess, which defeats the purpose.
MaryJoy, to reiterate what NickStiv stated, there are those of us out here using desktop for specific reasons, mostly tied around cloud concerns. We personally use Desktop Premier because we have our own internal cloud servers. Intuit has developed very fine apps that track and manage expenses for both your Self-Employed and Accounting web-based systems. We would think that you would make those features available for your established and multi-user customers. We use Premier where you would think all features would be available given the name. Even offering it to licensed holders as a monthly subscription basis for a reasonable amount (say $5/mo) would be better especially knowing we would have full and simplified integration with the product we choose to use of yours. It confuses me as to why you would want your customers to go to a 3rd party where we might be exposed to attracted by a different system because it offers seamless integration and complete file management/tracking.
Hello @Jholler829,
Since some features are not yet available, we would want you, our customer gets the service needed. Thus, letting you utilize one of our integrated apps helps accomplish your tasks easier.
I'm adding a reference here for more ideas about how you can manage your account: Help Articles for QuickBooks Desktop.
I'll be here if you have any other concerns. Have a great day!
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