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April 22, 2022
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add pdf reciepts

  • April 22, 2022
  • 1 reply
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I have 62 Ebay PDF purchase receipts/invoices i need to import 

is there an easy way ??

can self-employed read dates etc

receipt attached if it helps

 

Best answer by MarsStephanieL

Hi there, @Libby walkmydog. Thank you for reaching out to the Community. 

 

We're unable to import invoices to QuickBooks Self-Employed (QBSE). As a workaround, you can enter your invoices manually.

 

Regarding the receipts, you can upload them individually using a JPG, PNG, or PDF file. QBSE can detect the date and amount of the receipt being captured or uploaded. Then, you're going to categorize it.

 

Here's how to upload it:

 

  1. Go to the Transactions menu and select Add receipt.
  2. Click browser or drag and drop the file from your folder.
  3. Select Upload.

 

 

I see that importing invoices will benefit other users too. I'll share it with our product development team.
 

I also suggest sending them feedback through QBSE. Here's how:

 

  1. Log in to QBSE and go to Assistant at the upper-right corner of the page.
  2. Type in "Feedback" and choose Add a feature.
  3. Enter your concern and confirm. I've added a screenshot for your reference below:

 

 

I've added this article you can refer to know more about managing your receipts in QBSE: Should I keep my receipts in QuickBooks?
 

Moreover, you can check out this reference that can be handy in the future about organizing your receipts or transactions: Categorize transactions in QuickBooks Self-Employed. It contains details on how QuickBooks matches it to a line on your Schedule C.

 

If you have other concerns, please don't hesitate to get back to this thread. I'm always here to help. Stay well!

1 reply

MarsStephanieL
April 22, 2022

Hi there, @Libby walkmydog. Thank you for reaching out to the Community. 

 

We're unable to import invoices to QuickBooks Self-Employed (QBSE). As a workaround, you can enter your invoices manually.

 

Regarding the receipts, you can upload them individually using a JPG, PNG, or PDF file. QBSE can detect the date and amount of the receipt being captured or uploaded. Then, you're going to categorize it.

 

Here's how to upload it:

 

  1. Go to the Transactions menu and select Add receipt.
  2. Click browser or drag and drop the file from your folder.
  3. Select Upload.

 

 

I see that importing invoices will benefit other users too. I'll share it with our product development team.
 

I also suggest sending them feedback through QBSE. Here's how:

 

  1. Log in to QBSE and go to Assistant at the upper-right corner of the page.
  2. Type in "Feedback" and choose Add a feature.
  3. Enter your concern and confirm. I've added a screenshot for your reference below:

 

 

I've added this article you can refer to know more about managing your receipts in QBSE: Should I keep my receipts in QuickBooks?
 

Moreover, you can check out this reference that can be handy in the future about organizing your receipts or transactions: Categorize transactions in QuickBooks Self-Employed. It contains details on how QuickBooks matches it to a line on your Schedule C.

 

If you have other concerns, please don't hesitate to get back to this thread. I'm always here to help. Stay well!