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Deepseageek
Level 1

Since I have been having to enter all receipt info manually for a while now, does anyone know a fix to make the mobile software start automatically pulling info when you snap a receipt?

 
4 Comments 4
ChristieAnn
QuickBooks Team

Since I have been having to enter all receipt info manually for a while now, does anyone know a fix to make the mobile software start automatically pulling info when you snap a receipt?

Hi there, Deepseageek.

 

I'll provide information about snaping a receipt or receipt forwarding in QuickBooks Self Employed and how it works.

 

Once the QBSE system detects the same transaction from your downloaded receipt, it automatically categorizes the entry and pulling information. Otherwise, once the receipt you've uploaded does not have similar transactions in your QBSE account, you'll be able to see an error that Needs action and you'll have to manually categorize the entry to sort this.

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Look for the receipt you forwarded.
  3. Double-check the details.
  4. Follow the steps to categorize the transaction.

 

For additional information, you can refer to this article: Forward receipt images to QuickBooks Self-Employed.

 

 

Please refer to the articles below to see steps on how you can export your receipts in QBSE and how this version of QuickBooks is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C.

 

 

You can get back to us whenever you have further questions. We're always here to help. Take care and stay healthy!

Deepseageek
Level 1

Since I have been having to enter all receipt info manually for a while now, does anyone know a fix to make the mobile software start automatically pulling info when you snap a receipt?

I appreciate the reply, but I wasn't actually asking about how to snap receipts, or enter data when needed. I've been using the feature for a long time. My problem is that every receipt I snap results in me having to manually enter the data.  The algorithm doesn't appear to be functioning for me at this time. 

I've already cleared all the app data from my phone, and uninstalled/installed the app. I guess I'm wondering if anyone else has this issue. 

Deepseageek
Level 1

Since I have been having to enter all receipt info manually for a while now, does anyone know a fix to make the mobile software start automatically pulling info when you snap a receipt?

I appreciate the reply, but I wasn't actually asking about how to snap receipts, or enter data when needed. I've been using the feature for a long time. My problem is that every receipt I snap results in me having to manually enter the data.  The algorithm doesn't appear to be functioning for me at this time. 

I've already cleared all the app data from my phone, and uninstalled/installed the app. I guess I'm wondering if anyone else has this issue. 

GlinetteC
Moderator

Since I have been having to enter all receipt info manually for a while now, does anyone know a fix to make the mobile software start automatically pulling info when you snap a receipt?

Thanks for getting back to us, Deepseageek. Also, I appreciate the troubleshooting steps you've performed to get this fixed.

 

Since the issue persists, I would recommend contacting our QBSE Support Team to have this better checked. They have the tools to help you resolve the issue.

 

Here's how to contact them:

 

  1. Select Assistant from the top menu.
  2. Enter or say “Talk to a human.”
  3. Choose a way to connect with us:
    Start a chat with a support expert.
    Get a callback from the next available expert.

Please take note of our business hours to ensure we can attend to your needs.

 

Feel free to comment back below if you have additional questions. I'll be sure to get back to you.

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