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roos-huerta23-gm
Level 1

Are you able to upload expense receipts (photos) into a soloprenuer account? It doesn’t give me the option on the app.

I thought I had read on the QuickBooks website that it does give you the ability to match transactions with receipts…
4 Comments 4
GebelAlainaM
QuickBooks Team

Are you able to upload expense receipts (photos) into a soloprenuer account? It doesn’t give me the option on the app.

Hello there, roos.

 

Let me clarify some details about your concern in managing receipts in QuickBooks Solopreneur.

 

At this time, the option to upload expense receipts in QuickBooks Solopreneur is unavailable, as well as matching it. You can check out this guide to learn more about QuickBooks Solopreneur and how it’s different from similar QuickBooks products: Introduction to QuickBooks Solopreneur. It includes the details about some features available in QuickBooks Solopreneur.

 

Additionally, the option to upload and match receipts is available in QuickBooks Online (QBO). It's possible that the one you've read about the ability to match receipts is the QuickBooks Online article. See this article for details:  Upload your receipts to QuickBooks Online.

 

I'm also including this link to help you in managing QuickBooks Solopreneur: Get started QuickBooks Solopreneur US.

 

Tag me in the comment below if you have clarification about managing receipts and other features in QuickBooks Solopreneur. I'm always around to help.

BFormes
Level 1

Are you able to upload expense receipts (photos) into a soloprenuer account? It doesn’t give me the option on the app.

Hi, I have the same question about the Solopreneur platform. I was under the impression that I would be able to upload pictures of receipts for “easy” accounting tracking. Is this not the case? 

BFormes
Level 1

Are you able to upload expense receipts (photos) into a soloprenuer account? It doesn’t give me the option on the app.

Hi, I have the same question/ problem. I was under the impression while reading about the software options that this had this capability for “easy” accounting tracking. If Solopreneur doesn’t have the ability to do this, what option does. I am a sole proprietor of a small startup/ side hustle, what would fit my needs? 

AlverMarkT
Moderator

Are you able to upload expense receipts (photos) into a soloprenuer account? It doesn’t give me the option on the app.

I appreciate you for joining the thread, @BFormes.

 

We fully appreciate your say about the need for the QuickBooks Solopreneur to upload expense receipts. I'd like to discuss more about this in detail.

 

As my colleague said, we can't upload expense receipts to the QuickBooks Solopreneur platform as of posting. What can be done for now is to categorize and record expense transactions as they come through your online bank feed on the Transactions page. If you haven't connected your bank account to the platform, you can follow these steps:

 

  1. Sign in to your QuickBooks Solopreneur account.
  2. Select Transactions on the left navigation panel.
  3. Click on the drop-down arrow from the New transaction tab.
  4. Choose Link account.
  5. Follow the on-screen steps.

 

After linking your bank, Solopreneur downloads automatically income and expense transactions into predefined categories for easy review and categorization.

 

Your experience highlights where the software needs to improve to accommodate sole proprietor users. I suggest leaving feedback to our product engineers for them to consider adding the upload receipt feature in future updates. Here's how:

 

  1. Go to the Gear icon on the top right corner of your Solopreneur account.
  2. Click on Feedback.
  3. Enter your suggestions and feature requests.

 

If you also need to split income or expense transactions to divide them into different categories, let me add this article: Split transactions in QuickBooks Solopreneur.

 

We'll be here in the Community if you have further concerns about uploading receipts or recording expenses in QuickBooks Solopreneur. We're committed to offering ongoing support.

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