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accounting275
Level 1

Quickbook Receipts: what is the permission required to snap receipt photos into QB IOS app? I am having problems with mutiple users set up but they snap unless admin

 
3 Comments 3
Tori B
QuickBooks Team

Quickbook Receipts: what is the permission required to snap receipt photos into QB IOS app? I am having problems with mutiple users set up but they snap unless admin

Hey there, @accoutning275.

 

I hope you're enjoying the day so far.

 

To clarify, when your other users are trying to add photo receipts, are they getting an error message? Also, have you tried to use this in a web browser?

 

I recommend resetting the app data. Resetting the app data is the same as clearing the cache from a browser. They collect cache (cookies) to save you time when loading repetitive data and images. These files can often become outdated or corrupted, causing issues like the one with your photos not uploading. I've included the steps below to reset the app data.

 

  1. Click the Help menu at the top of the screen.
  2. Select the Reset App Data option on the drop-down selection.

 

Also, you can check out the articles below about user permissions and how to record photo receipts.

 

 

Please let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can always reach out to the Community or me anytime you need a helping hand. Take care!

 

 

 

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accounting275
Level 1

Quickbook Receipts: what is the permission required to snap receipt photos into QB IOS app? I am having problems with mutiple users set up but they snap unless admin

Thank you so much for responding. I will try that. But the user permission link does not specify what level is required to snap receipt photos. The information used to be accessible at the "Learn More" link within the Receipt section of QBO but the link returns an error. Do you know what minimum permission I have to give a user to snap photo receipts within the QBO app?

Catherine_B
QuickBooks Team

Quickbook Receipts: what is the permission required to snap receipt photos into QB IOS app? I am having problems with mutiple users set up but they snap unless admin

Admin and users with all access can scan receipts, accounting275. 

 

Yes, you're right, Admin users and user types that have all access can scan and take a photo of receipts. To do so: 

  1. Open the app, then tap the Menu ≡.
  2. Tap Receipt snap.
  3. Tap the Receipt Camera and snap a photo of your receipt.
  4. Tap Use this photo, then Done.

Once you add the receipts and bills in QuickBooks, they’ll show up in the For Review tab where you can review, edit, and match transactions. For more details you can use this reference: Capture and categorize receipts and bills

 

Let me know if you need anything else. Take care always!

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