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July 11, 2021
Question

I am a beginner with QBO. I want to capture small receipts (taxi, restaurant, coffee, etc...) with the iPhone app (it's updated). I cannot find how to do so Can you help?

  • July 11, 2021
  • 1 reply
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1 reply

July 11, 2021

I'll share the steps on how you can capture receipts via iPhone, @farout12.

 

You'll want to use the QuickBooks Online mobile app for iOS to capture and upload the receipt and bills images from your phone. Let me guide you how.

  1.  Install the QuickBooks Online app. Then, open it.
  2. Go to the Menu ≡ icon.
  3. Tap Receipt snap.
  4. Tap the Receipt camera icon and snap a photo of your receipt.
  5. Tap Use this photo, then Done.

 

After that, categorize a transaction based on the captured info. Want more details? Check out this article: Capture and categorize expense receipts and bills in QuickBooks Online.

 

In case you need help with other tasks in QBO, browse this link here to go to our general topics with articles.

 

Please don't hesitate to reply anytime if you still have questions or concerns with receipts. I'll be around for you. Take care and have a nice day ahead.