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A
Anonymous
March 27, 2024
Question

Can you attach supporting documents (like receipt and invoices) to transactions in QuickBooks Self-Employed? If not, which version of QuickBooks allows you to do that?

  • March 27, 2024
  • 1 reply
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1 reply

MariaSoledadG
MariaSoledadG
March 27, 2024

Yes, you can attach supporting documents in QuickBooks Self-Employed, Accounts.

 

QuickBooks lets you record new transactions from images of physical receipts. If you already have the picture, you can follow the step below:

 

  1. Go to the Transactions menu.
  2. Locate for the transaction and click the arrow button to expand
  3. Under the Receipt field, click the Upload from computer option.
  4. Click Save.

 

QuickBooks Self-Employed scans the receipt and enters the details for you. It may take a few seconds once it is being completed.

 

For more information on how you can categorize the transactions and attach using the mobile app. Go through this article for reference: Record or Attach Expense Receipts in QuickBooks Self-Employed.

 

In addition, learn how QuickBooks puts your transactions on the correct line of your Schedule C. This organizes your income and expenses. I've added this article for more information: Categorize Transactions in QuickBooks Self-Employed.

 

Let me know if you have any questions when attaching receipts. I'm always right here to help you.

A
Anonymous
March 27, 2024

Hi Maria, thanks for the prompt response.

 

Unfortunately, I don't see a "browse" and "attach receipt" option when selecting a transaction. I'm using the web browser, not the mobile app. I'm on QuickBooks Solopreneur

 

Here's what I see when clicking the pencil icon to edit a transaction:

 

 

DivinaMercy_N
DivinaMercy_N
March 27, 2024

I'll provide additional details about attaching the receipt in QuickBooks Online (QBO) Solopreneur, Accounts.

 

In QBO Solopreneur, the option to attach a receipt on a transaction on the Transactions page is unavailable. You can only add attachments to invoices and estimates. Here's how:

 

  1. Navigate to the +New menu.
  2. Next, choose either Invoice or Estimate.
  3. Once opened, scroll down to the Attachments section, and add the receipt or file you want. 

 

To know more about the features available for QBO Solopreneur, feel free to check this article: Introduction to QuickBooks Solopreneur.

 

If you want to add receipts like the one outlined by my colleague above, you might consider upgrading to a higher version of QBO (Simple Start, Essentials, Plus, and Advanced). 

 

Moreover, here's a resource you can use as a guide in managing your transaction for filing self-employed taxes: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

 

I'm just a post away if you have other concerns managing your transactions. Feel free to leave a reply below. Have a good one.

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