You may use the QuickBooks desktop mobile app or the system to upload receipts to the accounting software. When you get a receipt, QuickBooks will match the information on the receipt to an existing transaction, which you can then review and approve. Check out the rest of this article if you’d want to learn how to upload receipts to QuickBooks desktop pro, plus or premier plus, or enterprise. However, if you have any queries left after reading this article, you can reach us at our dedicated support team.
Step 1: Open QuickBooks Desktop and import your receipts
Avoid uploading any sensitive information, such as credit card details, Social Security Numbers, or medical records.
Upload receipts from QuickBooks Desktop
In QuickBooks Desktop, here’s how to upload receipts in the form of PDFs or photos. If you’re utilizing PDFs, keep in mind that you can only have one receipt per page.
- To access Receipt Management, pick it from the Vendor menu.
- Select your company’s Intuit Account from the list.
- If you don’t have access to or aren’t connected to a company file, take these instructions.
- Drag and drop your receipts into QuickBooks after selecting browse.
- You may now upload receipts from the QuickBooks desktop.
Step 2: Examine, amend, and match receipts with transactions
The expenditure receipts will appear in the For Review section of QuickBooks Desktop after you’ve uploaded them. Review, amend, match, and add transactions to the register using this interface.
- To access Receipt Management, select it from the Vendor menu.
- To see your receipts, choose Refresh from the menu.
- By clicking the arrow and then on it accept receipts that match transactions.
- If the match is incorrect, choose Remove match and start again.
- Click OK to confirm.
Uploading receipts from the QuickBooks desktop to the IOS mobile app:
An essential thing to keep in mind is that the desktop version of QuickBooks allows PDFs and photos in JPEG, JPG, GIF, or PNG format. In addition, there are HEIC photos if you have a recent iPhone or iPad, so be aware. Here are the methods for converting existing photographs to a format compatible with the app.
- Connect to your Intuit account using the QuickBooks desktop software and choose the business file as a destination for receipts.
- You may upload the receipts by clicking on the business file and the proceed tab.
- Capturing a receipt is the last step.
- Click or press the pictures button next to the camera symbol to upload a receipt. If necessary, you may trim and rotate the image.
- When prompted, choose to Use this picture from your camera roll.
- In addition to the name and note, click the upload picture and OK tabs to complete the process.
- Sign into your QuickBooks desktop business file and check, update, and match receipts to transactions to complete the process.
Uploading receipts from the QuickBooks desktop to the Android mobile app:
- You may find receipt Snap in the Android version of QuickBooks desktop.
- First, tap the business name and click on the Continue button to add receipts.
- Then, take a picture of the receipt by clicking on the button.
- Take a photograph of the receipt by clicking on the camera icon or tapping on the pictures button. If you need to, you may crop and rotate the image if necessary.
- Select “Use this picture” from the drop-down menu that appears.
- Enter your name and a note, then click on the Upload Photo and OK buttons to finish.
- After logging in with your intuit credentials, choose the business to upload the receipts.
- This is a one-time thing.
This was all you needed to know about uploading receipts to QuickBooks Desktop Pro, Plus and Enterprise. Please feel free to contact us at 1-800-615-2347_ if you have any questions or issues! Our QuickBooks desktop support representatives are readily available 24/7 to assist you in better way.
