Upload your receipts and bills to QuickBooks Online

Forum|Forum|5 years ago
December 18, 2020
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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 your receipts with your phone.
Upload only one receipt at a time
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.
Keep original receipts as expenses captured with Expense management have no probative value for the tax authorities.

Upload receipts or bills from your computer

Sign in to QuickBooks Online.
Go to Bookkeeping, select Transactions, then select Receipts (Take me there).
Select Upload from computer.
Note: Each image or file should only contain a single receipt or bill.

Snap a photo of your receipt or bill on your mobile device

You can use the QuickBooks Online mobile app to capture and upload receipts and bills from your mobile device.

Note: If you haven't already, install the QuickBooks Online app for iOS or Android.

Open the QuickBooks Online mobile app.
Select the Menu ≡ icon.
Select Receipt snap.
Select Receipt camera and snap a photo of your receipt or bill.
Select Use this photo, then Done.

Note: Does your Android device make a beeping sound when you capture receipts? Here's how to turn it off.

Email receipts or bills to QuickBooks

If you have a receipt or bill, you can also email your receipt or bill to QuickBooks Online. We’ll extract info from it and create a transaction for you to review.

Step 2: Review, add, or match receipts and bills

Now you've uploaded your receipts and bills to QuickBooks. These are not in your books yet. You need to review, edit, add, or match those to existing transactions first. Here’s how.

On a web browser

Go to Bookkeeping, select Transactions, then select Receipts (Take me there).
In the For review tab, you can review your uploaded receipts and bills. QuickBooks lets you know if it finds existing transactions in your books that match with your uploaded receipts or bills.
Check the labels in the Action column to find out what steps you need to take next.

If there’s no record found

If QuickBooks can’t find an existing transaction that matches, you can create a new transaction from your receipt or bill.

Select Review to make corrections or add missing info.
Select Save and next.
Select Create bill or Create expense.

If there’s one record found

It means QuickBooks found an existing transaction that matches your uploaded receipt or bill.

Select the dropdown▼ next to Match, then Review. Or, select Match to connect your receipt or bill to the transaction right away.
Review the potential match.
Select Match to connect the receipt or bill to your existing transaction.

If there are two or more records found

Select the dropdown▼ next to Match, then select Review.
Compare the potential matches, then select the correct bill or expense.
Select Match to connect it to the receipt or bill.

On an iOS or Android device

Go to Menu ≡.
Select Receipt snap.
You can find the receipts and bills that are not in your books yet in the For Review tab.
Review your uploaded receipts and bills. Check the label under the receipt or bill amount to find out what steps you need to take next.

If there are one or more records found

If QuickBooks finds one or more transactions that match with your uploaded receipt or bill, here’s what you can do.

Select the receipt to view the transactions that match.
Select the transaction you want to match the receipt or bill with.

If there’s no record found (no label under the receipt or bill amount)

When a receipt or bill doesn’t have a label under its amount, it means QuickBooks can’t find an existing transaction that matches with it. You can create a new transaction based on your receipt or bill.

Select the receipt or bill.
Create an expense or bill.

Tip: You can also swipe the receipt or bill to quickly add an expense or open bill to your books.

If the receipt or bill has missing info

This means QuickBooks can’t extract all the right information and needs more details before it creates an expense or bill.

Select the receipt or bill to add details.
Select Save receipt or Save bill.
Create an expense or bill.

Note: Go to the Reviewed tab to view all the receipts and bills you added to your books. You can swipe right on a receipt or bill to undo and move it back to the For Review tab.

QuickBooks Online

Step 1: Upload receipts and bills to QuickBooks

Upload receipts or bills from your computer

Snap a photo of your receipt or bill on your mobile device

Email receipts or bills to QuickBooks

Step 2: Review, add, or match receipts and bills

On a web browser

On an iOS or Android device

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Login with SSO

Login to the community

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