What is the best solution to storing invoices and receipts didgtally

Hi Mick

Thanks for joining the Community.

You can email receipts and bills to QuickBooks Online to sort and store these digitally. We’ll extract info from it and create a transaction for you to review (you'll find this on the 'Receipts' tab on the banking screen - Take me there). From here, you can edit the receipt, add it to an account, or match it to an existing transaction. You’ll also have the receipt on file for tax time.

To set this up in QuickBooks:

1. Go to Bookkeeping, select Transactions, then select Receipts.
2. Select Forward from email.
3. In the Enter email address field, create a customised email address. It will have @qbodocs.com at the end.
Note: If you want to update the email address later, go to the Your forwarding email section, then select Update. Enter a new email address and select Confirm change.
4. When you're ready, select Next.
5. Confirm that it's accurate and then select Looks good.
6. Select Done.

Then, when you get your receipts and bills, snap a picture of it and send it to us. Here’s how:

1. Take a picture of your bill or receipt on your mobile device.
Note: The photo's file type must be a pdf, jpeg, jpg, gif, or png.
2. Make sure each image or file contains only one receipt.
3. Email the image to your custom email address @qbodocs.com. It may take a few minutes to send.
Note: You can send multiple receipt images in one email. The email attachment's file size must be between 46KB to 20 MB.

We'll take care of the rest - whey you're ready, head to your receipts tab in QuickBooks to review.