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qb-gr-sent-com
Level 1

How can I scan and auto-fill (OCR) an expense (Quickbooks global)? I can only take a picture to attach to an expense I create manually.

 
3 Comments 3
4Gal
Level 10

How can I scan and auto-fill (OCR) an expense (Quickbooks global)? I can only take a picture to attach to an expense I create manually.

Consider having a 3rd party expense management app with autoscan feature to integrate with QBO. One app offers a free plan for up to 3 users. You will get 20 Receipt Autoscans per month per user.

GenmarieM
QuickBooks Team

How can I scan and auto-fill (OCR) an expense (Quickbooks global)? I can only take a picture to attach to an expense I create manually.

Hello there, qb.

 

I am here to provide insights about scanning and attaching pictures to an expense.

 

Currently, this feature is unavailable in QuickBooks Online (QBO). I suggest connecting a third-party app so you can scan and auto-fill an expense.

 

Here's how:

 

  1. On the left pane, choose the Apps tab.
  2. Click the Find Apps.
  3. Enter the keyword or name in the Search bar.
  4. Once done, similar apps will appear on the screen.

 

Additionally, I'm adding this helpful article as your reference in adding and deleting attachments in QBO: Add or delete attachments in QuickBooks Online.

 

Come back to this post if you have other concerns about scanning and attaching pictures to your expense. I'll be here to lend a helping hand. Keep safe!

ChristineJoieR
QuickBooks Team

How can I scan and auto-fill (OCR) an expense (Quickbooks global)? I can only take a picture to attach to an expense I create manually.

Hello there.

 

Since you've posted twice in the community forum, I'll route you to the page where my colleague answered your concern. Please refer to this link: https://quickbooks.intuit.com/learn-support/global/manage-suppliers-and-expenses/re-how-can-i-scan-a...

 

Let me know if you have other tasks to achieve we are here to guide you along the way. Take care.