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January 14, 2021
Question

Receipt snap always askes for tax type, is there any way to automate that? its always the same anyways!

  • January 14, 2021
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1 reply

January 14, 2021

Hi craftsmanexterio,

 

Automating the way QuickBooks Online works is a great way to save time when you're entering your transactions. I'm glad to see you're already taking advantage of time-saving options like the Receipts feature, which gives you the opportunity to take a photo of your expense receipts or bills to create a transaction in the program. I'd be happy to go over how this works with you.

 

The Receipts feature is designed to pull details from the receipt image whether you've taken a picture of it via the mobile app, are emailing the image to the program, or are manually uploading it through a browser. It's a handy feature that can cut down on some of the entry you have to do. It doesn't always pull every detail from the image, leaving you to fill in those blanks during the approval process. I imagine this is what you're seeing when it comes to the program prompting your to enter the tax type.

 

At this time, there isn't a way to automate that part of the feature. To see an overview of how this feature works, take a peek at this article: Capture and categorize expense receipts and bills in QuickBooks Online

 

I also recommend submitting feedback about how this feature works and what enhancements you'd like to see for it. Our product development team appreciates all feedback and considers what users have to share when they develop updates for the software. Here are the steps to leave feedback: How do I submit feedback?

 

Feel free to ask more questions if you have them. Have a great rest of your day!