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brent-erskine57
February 13, 2020
Question

Took a picture of receipt and saved it in Quickbooks. Trying to attach it to client invoice but can't find where its saved

  • February 13, 2020
  • 1 reply
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1 reply

AddieC
AddieC
February 13, 2020

Hi brent-erskine57, 

 

The new Receipts tab in QuickBooks Online helps you organize and manage your expense receipts all in one place! When you scan or upload a receipt, it creates an attachment automatically. I'd be happy to explain where the attachment is saved to. 

 

Once the expense transaction is created, the receipt will automatically get uploaded as an attachment to that expense transaction. In order to view the attachment, simply open the expense, and view the Attachments section at the bottom of the page. 


I hope this helps! If you have any other questions about the Receipts feature that aren't outline in the article I linked above, please reach out to our tech support team. 

Cheers. 

    M
    meg28607
    October 17, 2020

    Will the receipt also attach automatically to a categorized expense from a past year?

    J
    JamesM
    October 19, 2020

    Hi meg28607. QuickBooks will automatically add your transactions to the For Review tab on your Banking menu. However, you'd have to manually categorize the transactions with the guidance of this article here:

    Capture and categorize receipts and bills. The program will go as far as suggesting a match but you'd still have to manually accept the match. Let me know if you have questions. I'll be on standby. 

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