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beardbros3d-gmai
Level 1

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

If I have a digital invoice from a business expense, can I upload it somewhere and QB will then read it and create the expense
6 Comments 6
MadelynC
Moderator

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

Yes, there is, beardbros3d. I’m glad to discuss it with you.


QuickBooks Online (QBO) offers a Receipt Capture feature that allows you to scan or upload receipts. Then, it automatically extracts the data to create a transaction for you to review, edit, and match.


You can use the QBO mobile app to capture receipts on the go or upload digital receipts directly through the web interface. This can save you time and reduce the need for manual data entry.


Here’s how you do it:

 

  1. Install the QBO app, then open it.
  2. Select the Menu ≡ icon.
  3. Go to Receipt snap.
  4. Click the Receipt camera and snap a photo of your receipt.
  5. Select Use this photo, then Done.


You can access these resources to learn more about the feature and how to check, add, or match transactions in the program:

 


Aside from the method above, you can also email your expense receipts and bills into the system to automatically pull dates, amounts, vendors, and the last four digits of the credit card. See this guide for more details: Email receipts and bills to QBO.


You can always reach out to me on this page for any follow-up questions or concerns regarding the functionality. I'm here to assist you at all times. Have a great day, beardbros3d.

4Gal
Level 10

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

@beardbros3d-gmai 

You can signup for a free Melio account to do so. You can take a photo, sync with your QBO account, or ask your vendors to send invoices directly to your Pay inbox. 

https://affiliates.meliopayments.com/quickbooks

 

You can also et $100 cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback

 

Bo-Orlando
Level 2

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

What access does the user need? Is it access that doesn’t allow them to see all the financials and JUST upload receipts??

jenop2
QuickBooks Team

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

Hi there,  Bo-Orlando.

 

I noticed a similar question about user permissions was also asked in another thread recently.

 

To avoid duplicating efforts, let me redirect you to that conversation to check out the response already provided by my colleague. Here is the link: Here's the link: https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/re-credit-card-holder-scan...

 

The Community is always here if you need anything else. 
 

 

Heidi_DT
Level 1

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

Hi there! Is this available everywhere in the world? Because I am looking in the app, but I do not see this "receipt scan" as an option. I am situated in Rwanda. 

JuliaMikkaelaQ
QuickBooks Team

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

Thanks for joining the conversation, Heidi. 

 

 It would be beneficial to have a feature in QuickBooks Online that allows easy recording of invoices and receipts without manually entering each transaction info through a Receipt Snap option. Let me share some information about the availability of this feature.

 

The availability of this feature varies based on the location. Currently, it is only accessible in selected regions such as the United States, Canada, the United Kingdom, Australia, and South Africa. However, if you're using a different version, you can search for a third-party app that captures receipts or performs similar tasks.

 

If you want a Snap Receipt feature in your area, you can submit a request to our Product Development Team. They will review your product suggestion and may include it for future updates. These are the steps to follow:

 

For Android devices:

 

  1. Tap the Menu button, then select the Gear icon.
  2. Choose Feedback from the Help section.         
  3. Enter your suggestion and click Send Feedback

 

For iOS devices:

 

1. Select Help & Feedback from the Menu ☰ icon.

2. Click App Feedback to type in your product suggestions.

 

In the meantime, you can attach files manually to your transactions in the web version. Here is an article with the instructions on how to do it: Add Attachments in QuickBooks Online.

 

 Additionally, I am providing some resources that can aid in navigating the program with ease.

 

 

Please don't hesitate to ask other questions about the Snap Receipt feature or anything related to QuickBooks Online. I'm always available to assist you. Have a wonderful day!

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