Skip to main content
K
Kim3
January 28, 2022
Question

Receipt Upload Mac

  • January 28, 2022
  • 1 reply
  • 0 views

Hello - I am using QB for Mac 2022 Desktop version.  A new feature this year is supposed to be receipt management where we can easily attach receipts to the transactions.  I called support and they had me download the mobile app.  I just tried the app and while it says it has uploaded my receipt...when I look at the desktop software under receipt management it is no where to be found.  I was also told I could email the receipt to the program but the instructions online seem to only be for the online and/or windows version and the instructions are not lining up with the options I am given on the Mac program.  Has anyone actually used the new Mac 2022 desktop and had success uploading receipts with the app and email? 

1 reply

M
Mark_R
January 29, 2022

I appreciate you calling our support team and sharing your experience with us, @Kim3.

 

I'm here to help manage your receipts in QuickBooks Desktop for Mac.

 

You'll want to make sure you upload the receipt to your desktop software. This way, the receipt will show under the Receipt management window. Here's how:

 

  1. Go to the Vendors menu, then select Receipt Management.
  2. Click the + icon at the bottom left corner of the window.
  3. Select Upload Receipts Scan. You also have the option to select iPhone, Take Photo, or Scan Documents. 

 

Once the receipts show up, you can now attach the receipt to a transaction. For more information, feel free to check out these articles:

 

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Our doors are always open to help you again if you need further assistance using the receipts management feature. I'm still open for your replies, @Kim3.

Terms & ConditionsAccessibility statement