Skip to main content
A
Anonymous
March 8, 2022
Question

Uploading receipts in Quickbooks Online

  • March 8, 2022
  • 3 replies
  • 0 views

Recently just switched to online from desktop.

 

How do you code uploaded bills/receipts to products & services? The only option given is Account/Category. 

My company uses the products & services for all customers. The only time we use Account/Category is if it is a company expense. (When I say bills/receipts I am talking about bills we receive from vendors and contractors.) 

 

I would use the batch transactions to enter the bills. But doing it that way, you can't upload an attachment. I attach a copy of all receipts and bills we receive, so even though this might be a quicker way to enter a mass amount of invoices, it doesn't work for me. 

 

Someone please help. Is there something I am overlooking? 

3 replies

S
ShiellaGraceA
March 9, 2022

Thanks for reaching out to us here today, @1876950.

 

I'll share some insights about uploading receipts in QuickBooks Online (QBO). QBO has the ability to upload receipts and bills. This let's you save time tracking and recording your receipts and bills from vendors. You can upload them from your computer or mobile device, or even from your email account.

 

Here's how to do it:

  1. Sign in to QuickBooks Online. 
  2. Go to Banking, then Receipts.
  3. Select Upload from computer or Upload from Google Drive.

 

 

See this guide for details: Upload your receipts and bills to QuickBooks Online.

 

Once you're ready, you can now categorize your downloaded transactions and reconcile your account.

 

Feel free to reply to this thread if you have follow-up questions or concerns with receipts or with your QuickBooks Online account. I'll be here to help. Take care and have a great day ahead.

 

 

 

A
Anonymous
March 9, 2022

Thank you for you response. I understand how to upload a bill. I need to be able to code the bill different. The red circled area on the screenshot only pulls up "Chart of Accounts" codes. I need it to pull up "Products & Services" codes. How do I code the bill or receipt with Products & Services items? 

    Rubielyn_J
    Rubielyn_J
    March 9, 2022

    I appreciate you for getting back to this thread, @1876950. Let me clarify things about coding bills in QuickBooks.

     

    Under the Account/Category section, it will show the account that you set up when creating the bill or receipt. Aside from that, the section will only have the option to select the Chart of Accounts code. 

     

    You can review this article to see how accounts and categories work in creating the bill: Enter bills and record bill payments in QuickBooks Online.

     

    Additionally, let me share this resource on how to upload your receipts and bills to QuickBooks Online. 

     

    Fill me in if you have other questions about uploading receipts or bills in QuickBooks. Have a good day!

    S
    Shania_C
    October 3, 2023

    It's great to see that you're actively working to address the situation, @StuartFMcClain.

     

    Having the ability to itemize transactions in the banking section would be helpful. Currently, this feature is unavailable. I recommend sending a feature request through the Feedback section within QuickBooks. 

     

    Here's how to send Feedback:

     

     1. Select the Gear icon, then choose Feedback.

     2. Enter your comments or product suggestions.

     3. Select Next to Submit.

     

    We'll share these articles for future help:

     

    I hope that this information will aid you in initiating your task. I'm always here to help.

     

    C
    CCC-RHL
    February 19, 2024

    Did you ever find a solution to this? I know there are expense management sites that link to Quickbooks (e.g. Concur, Expensify), but wondering if they run into the same issue.

    MsNorthPND18
    MsNorthPND18
    February 19, 2024

    I appreciate you for reaching out about uploading bills or receipts, @CCC-RHL.

     

     Currently, the option to link your imported bills and receipts to your item is unavailable. I understand how important this feature is to be available to save time tracking and recording them. While considering your preference, I recommend sending a feature request through the Feedback section within QuickBooks. 

     

    Here's how:

     

    1. Select Settings ⚙, then Feedback.
    2. Enter your comments or product suggestions. Then select Next to submit feedback.

     

    Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

     

    If you have any other concerns about QuickBooks, feel free to post again in the Community.

     

    Terms & ConditionsAccessibility statement