If you are looking for a procedure to capture and upload receipts to QuickBooks, then this article is definitely going to help you. You can also use your QuickBooks mobile app to get this over with. Here you will get the details to upload receipts to QuickBooks Desktop.
Steps to Upload Receipts QuickBooks Desktop
Step 1: Adding the receipts to QuickBooks desktop
- As a user you must ensure to not upload any sensitive information like credit card numbers, social security numbers, or health information.
Steps to Uploading receipts from QuickBooks desktop
- Move to Vendor Menu and then select Receipt Management.
- Select the intuit account you use for the company file.
- Now drag and drop your receipts into QuickBooks or select browse to upload and then choose the receipts option.
Steps to Upload receipts from QuickBooks mobile app
- Sign into your Intuit account and then choose the company to upload receipts from the QuickBooks desktop app.
- Once selected the company to upload receipts to and click on continue.
- Click on Capture Receipt.
- Tap on Camera Icon or tap on photos to take a picture or upload picture respectively.
- Now click on Use this photo.
- Add a name and memo and then tap upload photo and click OK tab.
- Lastly, sign in the QuickBooks desktop company file review, edit and match receipts to transactions.
Step 2: Reviewing, editing and matching receipts to transactions
- Select Vendor Menu and then select receipt management.
- From the for-review tab and choose the refresh icon to see the receipts.
- Selecting the small arrow and the choosing review.
- If the receipts match the transactions, then click on attach tab else select remove match them create a new transaction.
- Lastly click on OK tab.
How to give users access to receipt management?
The user will need the permissions to give the user:
- Bank Registers (and all banking accounts)
- Checks
- Credit card charges/registers
- Customer Care
- Class List
- Edit Bills
- Pay Bills
As this article ends we hope that the information shared above is enough to upload receipts to QuickBooks desktop. However, if you have any query, or in case of any issue, do not hesitate call us at our toll-free customer support number i.e. 1-800-615-2347.
Our QuickBooks enterprise customer support experts will be there to assist you and provide you with immediate technical assistance.
