how to enter expense receipts in quickbooks desktop

Register your email: Initially, you’ll be asked to register your email for Receipt Capture in QuickBooks Online.Those users with at least vendor permissions are able to send receipts. To do this, go to Banking > Receipts > Manage senders. Add senders: The first thing you’ll want to do is add senders otherwise, the only people that will be able to email receipts are the Master Admin of the QuickBooks account and Accountant Firm users.And, if there’s no match found, you can easily create a new transaction.Īlthough Receipt Capture is easy and straightforward, here are a few best practice tips: Once submitted, QuickBooks Online reads the receipts, extracts the information, and automatically matches the receipt to a transaction. Drag and drop the image, or upload it into QuickBooks Online.Scan the receipts directly through the QuickBooks mobile app – more on that below.In QuickBooks Online, you can add receipts in three different ways: customers using all versions of QuickBooks Online: Simple Start, Essentials, Plus, and Advanced. Receipt Capture is currently available to U.S.

The result? Everything is organized and ready at tax time – and best of all, there’s no shoebox! Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions.

With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor.

How to enter expense receipts in quickbooks desktop