Uploading receipts in Quickbooks Online

Thanks for reaching out to us here today, @asellers03.

I'll share some insights about uploading receipts in QuickBooks Online (QBO). QBO has the ability to upload receipts and bills. This let's you save time tracking and recording your receipts and bills from vendors. You can upload them from your computer or mobile device, or even from your email account.

Here's how to do it:

1. Sign in to QuickBooks Online. 
2. Go to Banking, then Receipts.
3. Select Upload from computer or Upload from Google Drive.

See this guide for details: Upload your receipts and bills to QuickBooks Online.

Once you're ready, you can now categorize your downloaded transactions and reconcile your account.

Feel free to reply to this thread if you have follow-up questions or concerns with receipts or with your QuickBooks Online account. I'll be here to help. Take care and have a great day ahead.

Thank you for you response. I understand how to upload a bill. I need to be able to code the bill different. The red circled area on the screenshot only pulls up "Chart of Accounts" codes. I need it to pull up "Products & Services" codes. How do I code the bill or receipt with Products & Services items? 

I appreciate you for getting back to this thread, @asellers03. Let me clarify things about coding bills in QuickBooks.

Under the Account/Category section, it will show the account that you set up when creating the bill or receipt. Aside from that, the section will only have the option to select the Chart of Accounts code. 

You can review this article to see how accounts and categories work in creating the bill: Enter bills and record bill payments in QuickBooks Online.

Additionally, let me share this resource on how to upload your receipts and bills to QuickBooks Online. 

Fill me in if you have other questions about uploading receipts or bills in QuickBooks. Have a good day!

Thank you @Rubielyn_J 

When you manually enter bills/receipts, you can code them to a category or to an Item (Products & services codes), or both. If you can do this manually, then you should be able to do the same when uploading a bill / receipt. There has to be a way to do it. That was one of the reasons we just switched to QBO. We have employees out on job sites that need to upload receipts, but now I won't be able to have them do that since we can't code to Items (products & services). 

Did you find a solution? We are in the same boat...still easier to upload but would be nice if we didn't have to manually put all the info to product/service and take off category.

No I found no solution. We just don't use that feature. 

I still find it helpful to have the receipts uploaded (forwarded from email is our favorite). Then I just edit the expense to put the info in the item area and $0 out the category price. Not sure if you've tried that but the feature still is helpful to our construction business.

Hello, AndiP13. 

Indeed QuickBooks have amazing features to offer for different types of businesses needs.  

We from the Community and Intuit are always here to make sure that we were able to help you and enhance more our QuickBooks features. 

I'm also including our Help articles for related references in managing your account and transactions.

Keep posting incase you need another help within QBO. I'm more than happy to extend another hand. Stay safe!

We NEED to be able to code Receipts and Bills that are Uploaded into the Banking>Receipts area to

ITEMS

not just Categories.

It's great to see that you're actively working to address the situation, @StuartFMcClain.

Having the ability to itemize transactions in the banking section would be helpful. Currently, this feature is unavailable. I recommend sending a feature request through the Feedback section within QuickBooks. 

Here's how to send Feedback:

 1. Select the Gear icon, then choose Feedback.

 2. Enter your comments or product suggestions.

 3. Select Next to Submit.

We'll share these articles for future help:

• Create sales receipts in QuickBooks Online
• Enter and manage bills and bill payments in QuickBooks Online

I hope that this information will aid you in initiating your task. I'm always here to help.

Did you ever find a solution to this? I know there are expense management sites that link to Quickbooks (e.g. Concur, Expensify), but wondering if they run into the same issue.

I appreciate you for reaching out about uploading bills or receipts, @CCC-RHL.

 Currently, the option to link your imported bills and receipts to your item is unavailable. I understand how important this feature is to be available to save time tracking and recording them. While considering your preference, I recommend sending a feature request through the Feedback section within QuickBooks. 

Here's how:

1. Select Settings ⚙, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

If you have any other concerns about QuickBooks, feel free to post again in the Community.