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Hidalgo1
August 23, 2023
Question

Need Phone/Mobile App that Syncs Receipt Data (including Memo field) with QB Online

  • August 23, 2023
  • 2 replies
  • 0 views

Hi,

I'm trying to keep track of business expense receipts (like meals out) by taking photos of the receipt immediately and adding info. (Instead of submitting a separate expense report to my bookkeeper.) I've been trying the QB Mobile App, but unfortunately, the MEMO data (including details like purpose of the meal and/or with whom) can be added in the app, but doesn't show up when synced with QB Online. The receipt will show up in QB Online, but not Memo data, nor Class).
I've communicated and confirmed this problem with QB support. 

So, since QB Mobile doesn't fully sync with QB Online, can anyone recommend a free or inexpensive mobile app to record receipts and sync them (including the MEMO field) with QB Online?

 

Also, I do not "Create expense from receipt" since the expense will be created automatically by the Debit Card debit showing up from our business bank account.  QBO will match the receipt to the expense and show "We found a receipt that matches this transaction and attached it for you."

2 replies

C
CharleneMaeF
August 23, 2023

Synching all the details in the receipt is a great functionality, Hidalgo.

 

We're unable to provide a specific third-party application that you can integrate with QuickBooks Online. Thus, I recommend visiting the Apps menu to search for the one that suits your needs.

 

Here's how:

 

  1. Login to your QuickBooks Online account via a browser.
  2. Go to the Apps menu.
  3. In the Search field, enter a keyword name (record receipt).

  4. Click the program you want to integrate, then click Get app now.

 

Alternatively, you can browse our QuickBooks Apps Store page to look for an app that ensures the correct data sync in the program.

 

Also, I understand how this feature would be beneficial to your business. I recommend sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

Additionally, I've added an article that'll help you review downloaded bank and credit card transactions to ensure you put them into the correct accounts: Categorize Bank Data.

 

I'm here to assist you with any future concerns you may have regarding managing your bank transactions in QuickBooks. I'm always available to help you out.

Fiat Lux - ASIA
Fiat Lux - ASIA
August 24, 2023

@Hidalgo1 

Explore this one

https://go.zoho.com/C55

 

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