If you have a receipt, you can email it to QuickBooks. They will extract info from it and create a transaction for you to review. You will see them in the Banking > Receipts tab. Then you can edit the receipt, add it to an account, or match it to an existing transaction. You’ll also have the receipt on file for tax time.
It involves the following three steps:
Step 1: Register your email address
- Go the Banking menu from the left dashboard, then select the Receipts tab.
- Select Register your email to get started. You should see “Send receipts to firstname.lastname@example.org,” it means you’ve already registered your email address).
Step 2: Email or forward receipts to email@example.com
- Attach receipts or send them in the body of an email. For example, you could take photos of paper receipts and send those, or forward an email that is a receipt itself (such as from an online purchase, Uber or Lyft ride, etc.). If you send a file it should be a pdf, jpeg, jpg, gif, or png.
- Send your receipts to firstname.lastname@example.org. Processing might take a few minutes. If something didn’t quite work, you’ll get an email that lets you know.
- Once it’s in the QBO system, QuickBooks automatically tries to pull out the vendor, date, total, and last four digits of the credit card number. You’ll see the receipt under For Review in the Receipts tab.
The next step is to review the receipt detail screen and categorize expenses. And Save.
Now you can create an expense transaction (click “Create expense under Action column) and then will post to the bank or credit card register.
Once you Create Expense from the “From review” section, it will show up on the “Reviewed” section of the Receipts tab.
Clicking “Undo add” under Action column, move back the expense to the For Review section again.
Another helpful article…