Manage suppliers and expenses

Upload or email receipts to your books in seconds with QuickBooks Online. Simply snap and email your receipts and QuickBooks extracts the info, matches it to a transaction and categorises it for you. No more shoeboxes.   Give it a whirl today. We hope it makes your life that little bit easier.     Step 1: Email receipts and bills to QuickBooks online Login to QuickBooks Online From the left menu, select Banking and Receipts Select Register your email to get started (If you see “Send receipts to receipts@quickbooks.com” you’ve already registered your email address) Attach receipts and bills or send them in the body of an email. For example, you can take photos of paper receipts and bills and send those, or forward them in an email (such as from an online purchase, Uber ride, etc). If you send a file it should be a pdf, jpeg, jpg, gif, or png. Send your receipts and bills to receipts@quickbooks.com. Processing might take a few minutes. If something didn’t quite work, you’

Learn how to upload your receipts and bills to QuickBooks Online. Save time tracking and recording your receipts and bills from suppliers. You can upload them to QuickBooks Online from your computer or mobile device, or even from your email account. After you upload your receipt or bill, QuickBooks extracts info from it and creates a transaction for you to review. Then, you can edit the receipt or bill, add it to an account, or match it to an existing transaction in the Receipts tab. Step 1: Upload receipts and bills to QuickBooks There are a several ways to add receipts or bills. Follow whichever you prefer. Note: We don’t recommend uploading receipts or bills with sensitive or personal info, like credit card numbers and government identifiers. QuickBooks supports PDF,  JPEG, JPG, GIF, and PNG images. If you have a newer iPhone or iPad, your images might be in the HEIC format. You can convert HEIC images to a compatible format. Discover our 5 tips to correctly scan you

Learn how to email your expense receipts and bills to get them into QuickBooks Online. If you have a receipt, you can email it to QuickBooks. We’ll extract info from it and create a transaction for you to review. Then you can edit the receipt, add it to an account, or match it to an existing transaction in the Receipts (Take me there) tab. You’ll also have the receipt on file for tax time. Note: There are two types of user views in QuickBooks Online. Make sure you’re on Business view so you can follow these steps. Step 1: Customise an email address to forward to Create a custom email address so you can forward images of your receipts and bills, even when you're on the go. To create the custom email address: Go to Bookkeeping, select Transactions, then select Receipts (Take me there). Select Forward from email. In the Enter a custom email field, create a customised email address. It will have @qbodocs.com at the end.Note: If you want to update the email address later,

Learn how to set up and use petty cash in QuickBooks Online. Petty cash is a convenient supply of cash you can use to pay small expenses. Here's a few tips on how to manage petty cash, and how to track it in QuickBooks Online. How to set up a petty cash account Here's how to create a petty cash account. When you move cash from your bank account into petty cash, you should see it in this account. Go to Settings ⚙ and select Chart of Accounts. Select New. From the Account Type dropdown▼, choose Cash and Cash equivalents. From the Detail Type dropdown▼, choose Cash on hand. Enter Petty Cash for the account name. The opening balance will be created when you move money from the checking account by writing a check or transferring funds. If you already have money to use for petty cash, enter the amount in the Balance field and choose the as of date. Select Save and close. How to manage petty cash Now that you've created the account, it's time to put some money in it. Here's how to ge

Learn specific ways to customise your reports to get awesome insights. Your financial reports tell you a lot about your business. Customise your reports to focus on specific details and learn even more. Here are a few ways you can customise reports to fit your specific needs. See all customer or supplier payments Add filters to Transaction List reports to see transactions for your customers or suppliers. Go to Business overview and select Reports (Take me there). Search for, and open a Transaction List by Date report. Set the date range. From the Group by dropdown menu, select either Customer or Supplier. You can also select Employees as a group. Select Customise. In the window, select the Filter ▼ icon to open the section. From the Transaction Type dropdown, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All. To see specific customers

Learn how to create purchase orders and send them to suppliers. In QuickBooks Online, you have the tools to run all parts of the sales cycle, including purchasing. You can create and email purchase orders (PO) directly to suppliers when you're ready to buy more products. Purchase orders tell suppliers your intent to make a purchase. On purchase orders, you can enter specific items you want to buy and the quantity. When your supplier accepts the purchase order and agrees to the given terms, you can quickly add it to an expense or bill transaction in QuickBooks. This keeps all the transactions connected and your accounts balanced. Note: Purchase orders are only available in QuickBooks Online Plus. Step 1: Turn on the purchase order feature If you haven't already, turn on the purchase order feature: Go to Settings ⚙ and select Account and settings. Select the Expenses tab. In the Purchase orders section, select the edit ✎ icon. Turn on the