How do I view scanned receipts to assign them to customer. How do I list un assigned receipts?

ray37 · ‎January 18, 2021

We have scanned tons of receipts but my admin did not assign them to customer (projects). Each receipt has the name hand written in the corner so all we need to do is look at the scanned image. But how do I get a list of receipts that have not been assigned to a project?

Nick_M · ‎January 18, 2021

Hi there, ray37.

Thanks for stopping by the Community this morning, I'm more than happy to help you out today. You can find the receipts that were scanned in by following the steps down below. If they already were added into QuickBooks after scanning they will appear in the All Lists section (Step 2) If they were scanned into your computer but not yet added to your QuickBooks account, you'll want to follow the steps to the very end.

Go to the Gear icon at the top to choose Attachments under the Lists section.
This will lead you to the All Lists page.
From there, click the paper clip icon (Attachments) and then another window will open.
Next, look for the receipts you're trying to bring into QBO.
- After adding them, go to the Expense page and then append the receipts from there. To accomplish this action, simply press the paper clip icon (Attachments) below the Memo section.

For additional resources, check out the Capture and categorize receipts in the Receipts tab article. It contains a list of supported file types you can use when scanning receipts. It also provides information on how to email and send receipts into your account.

If there's anything else I can do to help, feel free to post here anytime. Thanks again and I hope you have a wonderful week.

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How do I view scanned receipts to assign them to customer. How do I list un assigned receipts?

How do I view scanned receipts to assign them to customer. How do I list un assigned receipts?

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