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May 22, 2020
Question

Does anyone know if it is possible to automatically bring in credit card expenses into my Expenses report, without having to add receipts manually?

  • May 22, 2020
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1 reply

AddieC
May 22, 2020

Hi there, 

 

Creating expenses in QuickBooks Online is a simple and straightforward process.You can enter expenses manually, or connect your bank account to the Bank Feeds to automatically generate your expense transactions. Once created, these expense transactions will show up in your Expense reports without needing to have a receipt attached. I'll explain further below. 

 

If you're looking for a simple way to automatically upload your credit card expenses, the best method will be to connect your credit card account to QBO. Doing so will allow you to add these expenses to the bank feed in order to have the expenses show up in your Expense reports. For more information about how to add your credit card account to the bank feed, take a look at this article: Connect bank and credit card accounts to QuickBooks Online.

 

It's up to you whether or not you want to include a digital copy of your receipt on your expense transactions. Of course you can take advantage of the Receipt Scanning feature to automatically upload your expenses, but the Bank Feeds will also help you do that. 

 

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

 

It's not necessary to upload a receipt for each expense transaction in order for it to appear in your reports. 


I hope this helps clarify your questions, and if you need any further assistance I'd encourage you to touch base with our tech support team

Cheers.