Receipt Capture

Hi there,@Kate9766.

Thank you for posting in the Community. I'll help you with the receipt capture feature in QuickBooks Online.

You can also do few things to completely add a receipt in QBO. Before anything else, kindly log-in on a private/incognito window. Here's how:

• Safari: Command + Option + P
• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Internet Explorer: Ctrl + Shift + P

Here are the steps on how to upload a receipt in QBO:

1. From the left pane, select Banking, then select Transactions.
2. Select the Receipts tab
3. Choose Upload from computer or Upload from google drive.

We'll base transactions on the image information. You just have to categorize them.

To access the rest of the receipt workflow in QBO, see capture and categorize expense receipts and bills in QuickBooks Online. You can go through the three links in that article and proceed to Step 2 to complete the banking part.

You're always welcome in the Community. Please be safe always and have a good one!

Mich_S

I appreciate the information but did you actually read my issue?

Allow me to join and share steps on how to save the information of the receipt, Kate9766.

While I haven't received similar reports about this, it could be a browser-related issue. The recommended steps to fix this issue is to use a private window or use other supported browsers.

If the same issue persists, you can clear cache and cookies on your regular browser. This helps refresh website preferences that might be causing delays when you save any information in QuickBooks.

Follow the steps to clear cache for your browser:

• Firefox
• Google Chrome
• Safari for Mac
• Microsoft Edge

After clearing cache, make sure to restart your browser.

If you're getting the same results, I recommend contacting our QuickBooks Online Team. They can create a case to isolate and fix this issue.

Here's how to get in touch with them:

1. Select Help (?).
2. Select either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
     • Start a chat with a support expert.
     • Get a callback from the next available expert.

To keep you in the loop with what's new and coming in QuickBooks, you can follow our blog.

Stay in touch with me if you have additional questions about this. Just leave a comment below, and I'll get back to you.

Thank you for the info and I have tried all of these steps while on the phone with tech support for 2 hours and this does not work. 

No my issue is not resolved

Good morning, @Kate9766. 

Thanks for reaching back out to the Community. I appreciate you giving some clarification about calling our Customer Support Team already. 

Since none of these steps worked, the best way to get this problem fixed is by contacting our Customer Support Team again. They'll be able to use more advanced tools to help resolve this problem as soon as possible. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Tap the Contact Us button. 
3. Give a brief description of the issue and press Let's talk. 
4. Scroll down and choose to Get a callback. 

That's all there is to it!. 

Let me know how it goes this time. I want to make sure that you're able to get back to running your business. I'm only a post away if you need me. Have a great day!

I am apprehensive to spend another 2 hours on the line for the go between to tell me that there is nothing they can do.  If I could actually talk to a tier 2 technical support representative, I would feel more hopeful with a solution.  However, when you call now, you only get to talk to someone who is communicating on "your behalf" instead and I don't like that.

Explore a bookkeeping app to integrate with your QBO account as a workaround.