purchase receipts

Welcome to the Community, sammy03sw.

You can add receipts to QuickBooks by uploading them. They can be uploaded from your computer, mobile device, or email account. After you've finished, QuickBooks extracts information from the receipts and creates a transaction for you to review.

There's a few things you'll want to be aware of before uploading receipts:
 

• If you're working with PDFs, you can only have one receipt per page.
• Intuit doesn't recommend uploading receipts with sensitive or personal info, like credit card numbers and government identifiers.
• QuickBooks supports PDF, JPEG, JPG, GIF, and PNG images. If you have a newer iPhone or iPad, your images might be in HEIC format. You can find detailed steps for converting HEIC images to compatible formats on Apple's website.

Here's how to upload receipts from a computer:
 

1. From the Vendor screen, go to Receipt Management.
2. Choose which Intuit Account you use for your company file.
3. Drag and drop receipts into QuickBooks or click browse to upload and select the receipts.

Here's how to upload them from an Android mobile device:
 

1. Open your QuickBooks app, then tap Receipt Snap.
2. Choose a company to upload receipts to and hit Continue.
3. Use the Capture receipt option, then your Camera icon to take a picture of the receipt. You can also tap your Photos icon to pick receipts. If necessary, they can be cropped and/or rotated.
4. Tap Use this photo and assign a Name and Memo, then hit Upload photo.
5. Select OK and sign in to your Intuit Account, then choose which company to upload receipts to.

The steps for uploading receipts from our QuickBooks iOS mobile app and emailing them can be found in our Upload receipts article.

After you've uploaded receipts, you'll need to review, edit, and/or match them to existing transactions. Steps for doing so can also be found in our Upload receipts article.

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

Thank you so much!!

So you wouldn't do it under "banking" and then "credit card charges"?

Thanks for the prompt response, sammy03sw. I'll provide additional insights about recording receipts in QuickBooks Desktop (QBDT).

Yes, you're correct that you can simply go to the Vendors menu and select Receipt Management to upload your purchase receipts into the program. From there, drag and drop your receipts or click browse to upload to pick a file from your desktop.

Once done, you can review and add them to your company by following the Review, edit, and match receipts to transactions section of this article: Upload receipts to QBDT Pro Plus, Premier Plus or Enterprise.

Alternatively, you can still use the enter credit card charges option if you want to record them manually.

Additionally, you can visit this article to view how Accounts Payable tracks the money you owe from your vendors: Accounts Payable workflows in QBDT.

Please let me know if you have additional questions or concerns about recording purchase receipts in QBDT. I'm always here to lend a helping hand. Have a great day!

Hi Sammy03sw:

I have just been working in QBDT since May 2022, but I wanted to pipe in to reply to  your question about "entering receipts".... instead of uploading receipts, as others have replied.

When I enter a receipt (which is what the Vendor gives us when we pay for a product on the spot - NOT a bill that needs to be paid later)...I go to HOME, then "write checks" and enter the information into each field as required.  This option accomplishes two steps at once - You are entering the item or service you purchased & paid for and the payment is recorded in whichever account you use to pay your bills (in our case it is the business checking account).  We don't use credit in any way, so everything is paid for at the time of purchase.

This may be different for others, who do do business using credit and then pay the bills when they are received, etc.

  I have experimented with the uploading of the receipts (bills, invoices) and it just wasn't working for me because it takes so much more time than just manually entering the data myself.

  Hope this shed some light on your question.

Best, 

VictoriaH