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8/5/2019

How to upload receipts into QuickBooks Online

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​Recently, QuickBooks Online rolled out an update to its receipts feature and you need to know about it! It will save you time and even money by eliminating the need to subscribe to other receipt storage systems. You have three options to upload receipts. 

Using QuickBooks Online Desktop.
  • Login to QuickBooks Online on your desktop.
  • Click the Banking menu, select the Receipts Tab. 
  • Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. 

Using email.
  • Setup a custom email address. Go to the Banking menu, then select the Receipts tab. It'll walk you through the steps.
  • Email or forward receipts to your customized email address. Attach receipts to the email—receipts sent in the body of the email will not work. If you send a file it should be a pdf, jpeg, jpg, gif, or png. Note: You can send multiple receipts in one email. But the total file size should be under 20 MB. Also, be sure each image or file contains only one receipt.​

Using the QuickBooks Online app on your phone.
  • To scan a receipt, install the "QuickBooks Accounting" app on your phone. 
  • Open the app and tap the menu button. 
  • Select Receipt Snap and take a photo of your receipt. 
  • It will automatically appear in the Receipts tab with any other receipts you've added. 
  • Use your computer to manage your receipts from there.

Bonus Tips: 
  • No matter which way you choose to upload receipts, you'll see them under For Review in the Receipts tab. From there match each receipt with it's transactions in QuickBooks Online.
  • Be sure that each image or file contains only a single receipt.
  • ​File size cannot exceed 20 mb.
  • Processing might take a few minutes. If something didn’t quite work, you’ll get an email that lets you know.

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