Hello I am confused about saving receipts, there is QuickBooks receipts section there is also an app shoeboxed. what is the difference? what is best way to save them?

sezgin · ‎August 13, 2020

RenjolynC · ‎August 13, 2020

I appreciate taking the time to get back here, sezgin.

I'll share some information about the programs. QuickBooks Online and Shoeboxed both have the capability to capture, save, and categorize receipts to be ready for tax time.

You can compare the features by clicking these links:

If you already have a subscription for Shoeboxed, you can integrate the app with your QuickBooks Online. I'd recommend reaching out to Shoeboxed support for the steps.

To clarify your question about quitting QuickBooks Online, are you referring to canceling the service? If you are, you will not lose the receipts if they are already added to the account. After canceling the service, you will have read-only access to your data for a year. Then, the information will be deleted.

For more details, you can check out this article: What happens to my QuickBooks Online data after I cancel?.

To check for other guides and articles, please feel free to browse for a topic in our general support page.

I'll be around if you have any follow-up questions or other concerns. Take care and stay safe.

View solution in original post

Adrian_A · ‎August 13, 2020

Both ways will work, sezgin.

If you mean by shoebox is the app icon on the Receipts page both ways will work. This app icon lets you review the receipts you've uploaded through your QuickBooks Online application.

However, if you've saved receipts on your computer, then you'll have to use the browse to upload option on the Receipts page.

You can browse this article for more information about the receipts forwarding feature: Capture and categorize receipts and bills.

Feel free to get back to me if you still need my help. Stay safe!

gayatriluthfias20 · ‎August 13, 2020

Hi @sezgin , generally 3rd party app provide more facilities. Quickbooks have receipt snap for scan and upload receipt using mobile device (click here for more detail). Comment back, cheers.

sezgin · ‎August 13, 2020

Thanks @gayatriluthfias20 Actually, if I quit quickbooks am I goint tose all the receipts? so shoeboxed is needed? now as far as I can see quickbooks also has scan feature for receipts. I am just confused what is the best way to keep receipts organized and safe?

sezgin · ‎August 13, 2020

@Adrian_A thanks for your fast reply. I am just wondering the best practice. what happens if I quit the quickbooks am I going to lose all my receipts?

and quickbooks also has scan feature for receipts, Do you suggest 3rd party apps to be more organized or quickbooks is all we need when it comes to saving receipts?

Just searching for best practices.

Regards

Sezgin

RenjolynC · ‎August 13, 2020

I appreciate taking the time to get back here, sezgin.

I'll share some information about the programs. QuickBooks Online and Shoeboxed both have the capability to capture, save, and categorize receipts to be ready for tax time.

You can compare the features by clicking these links:

If you already have a subscription for Shoeboxed, you can integrate the app with your QuickBooks Online. I'd recommend reaching out to Shoeboxed support for the steps.

To clarify your question about quitting QuickBooks Online, are you referring to canceling the service? If you are, you will not lose the receipts if they are already added to the account. After canceling the service, you will have read-only access to your data for a year. Then, the information will be deleted.

For more details, you can check out this article: What happens to my QuickBooks Online data after I cancel?.

To check for other guides and articles, please feel free to browse for a topic in our general support page.

I'll be around if you have any follow-up questions or other concerns. Take care and stay safe.

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Hello I am confused about saving receipts, there is QuickBooks receipts section there is also an app shoeboxed. what is the difference? what is best way to save them?