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deckerbl
April 27, 2021
Question

Create Rules for Receipt Import

  • April 27, 2021
  • 1 reply
  • 0 views

So being able to import the PDFs of receipts for expenses is pretty convenient (Rules (intuit.com)) but I've noticed that it recognizes or assigns categories inconsistently. Is it possible to set rules to assign a certain tax category, expense category, account from which the expense was paid, etc. when the PDF is uploaded?

 

For example, let's say I always buy widgets at Betty's Widgets with my credit card, widgets are always charged GST, and widgets are always expense category Laboratory Supplies. When I upload a Betty's Widgets PDF receipt and the QBO system detects that text, I want Bank/Credit account to select my Visa, assign tax type GST, and assign Account/Category Laboratory Supplies.

 

(Being able to teach the system where the total/reference no./description/memo etc. is found on these consistent invoices would be nice too but baby steps.)

1 reply

L
LauraAB
April 27, 2021

Hello again, deckerbl,

 

I'm glad to hear that you're enjoying the Receipts feature in QuickBooks Online. I know how useful this feature can be, and I like your ideas for how to work with it. I can go over the current capabilities and how you can contribute to its growth.

 

The Receipts feature in QuickBooks Online gives you the opportunity to upload or snap photos of your receipts to load into the program. QuickBooks reviews the image, pulling details from it as it can to help with filling in the required fields so you have less to do. It's not an exact process, and I can definitely see how needing to correct certain details might take a bit of time and how something like rules, similar to the banking feed rules, would be useful here.

 

At this time, the Receipts feature doesn't include an option to set up rules based on the information found in the receipt image. This is where you come in with your contribution to QuickBooks Online's growth. Submitting feedback to our product development team about how the program is behaving and the changes you'd like to see is a fantastic way to help with understanding how users are interacting with it. On the Receipts page, there's a Give feedback button you can use, or you can use the steps in the How do I submit feedback? article, which goes over the general process for submitting feedback. To stay on top of new features, check out and bookmark this page: QuickBooks Online Feature and Product Updates

 

We appreciate all feedback, so don't hesitate to let us know your thoughts!

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