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sameka
May 21, 2020
Question

Categorizing Transactions and Expenses

  • May 21, 2020
  • 1 reply
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If I only use cards that are linked in QB for all expenses and I am categorizing those transactions is it necessary to take the additional steps to upload all receipts and link them to those transactions?

 

1 reply

AddieC
AddieC
May 21, 2020

Hi there, 

 

The option to add your receipts to QuickBooks Online is a fantastic way to stay organized. If you don't want to keep the paper copy of your receipts, QBO offers the option to upload them digitally. You can either scan your receipts to automatically generate your expenses, or simply upload them as an attachment to an already-created expense. 


Whether or not you upload your receipts is completely up to you. If you've already created your expense in QBO by adding/matching it in the bank feed, it's not necessary to attach your receipt unless you'd like to have a digital copy. 

 

You can learn more about receipt scanning here: Capture and categorize receipts and bills.

 

Here's another resource you may find helpful as well: Assign, categorize, edit, and add your downloaded banking transactions.

 

I hope this helps clarify things for you. If you have any other questions, please don't hesitate to reach out to our tech support team for further assistance. 

Cheers. 

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