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January 2, 2024
Question

Is there a way to have QuickBooks scan an invoice or receipt and automatically upload it into an item to be tracked without manually using it?

  • January 2, 2024
  • 2 replies
  • 0 views
If I have a digital invoice from a business expense, can I upload it somewhere and QB will then read it and create the expense

2 replies

January 2, 2024

Yes, there is, beardbros3d. I’m glad to discuss it with you.


QuickBooks Online (QBO) offers a Receipt Capture feature that allows you to scan or upload receipts. Then, it automatically extracts the data to create a transaction for you to review, edit, and match.


You can use the QBO mobile app to capture receipts on the go or upload digital receipts directly through the web interface. This can save you time and reduce the need for manual data entry.


Here’s how you do it:

 

  1. Install the QBO app, then open it.
  2. Select the Menu ≡ icon.
  3. Go to Receipt snap.
  4. Click the Receipt camera and snap a photo of your receipt.
  5. Select Use this photo, then Done.


You can access these resources to learn more about the feature and how to check, add, or match transactions in the program:

 


Aside from the method above, you can also email your expense receipts and bills into the system to automatically pull dates, amounts, vendors, and the last four digits of the credit card. See this guide for more details: Email receipts and bills to QBO.


You can always reach out to me on this page for any follow-up questions or concerns regarding the functionality. I'm here to assist you at all times. Have a great day, beardbros3d.

January 25, 2024

What access does the user need? Is it access that doesn’t allow them to see all the financials and JUST upload receipts??

JenoP
January 25, 2024

Hi there,  Bo-Orlando.

 

I noticed a similar question about user permissions was also asked in another thread recently.

 

To avoid duplicating efforts, let me redirect you to that conversation to check out the response already provided by my colleague. Here is the link: Here's the link: https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/re-credit-card-holder-scan-receipts-on-mobile-app/01/1382853#M19060

 

The Community is always here if you need anything else. 
 

 

January 2, 2024

@beardbros3d-gmai 

You can signup for a free Melio account to do so. You can take a photo, sync with your QBO account, or ask your vendors to send invoices directly to your Pay inbox. 

https://affiliates.meliopayments.com/quickbooks

 

You can also et $100 cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback