Capturing and categorizing receipts and bills

QBCU
4.3.1

Receipt capture allows you to attach receipts and bills to transactions in QuickBooks. As a result, you will be able to quickly access source documents when needed. This feature works in a couple of different ways. First, you can attach receipts and bills to transactions previously entered into QuickBooks Online. Second, you can use a receipt capture to record a transaction for the first time. Of course, you can use both methods interchangeably.

Perform the following steps to capture a receipt or bill:

1. Navigate to Banking and select Receipts, as indicated in Figure 9.20:

   

   Figure 9.20: Navigating to Receipts in QBO

2. The following screen will appear (note: Make sure you are on the Receipts tab, as indicated here):

   

   Figure 9.21: Uploading receipts to QBO

   There are three options available to capture receipts:

   • Upload from computer: If the bill or receipt...