Receipts and business expenses can be easily logged and managed using QuickBooks Online (QBO). Following the steps below, you will be able to use QBO’s receipt feature by setting up a custom email address and enabling user permissions:
Choose Receipts from the Bank or Transactions menu, and then click on Manage forwarding email. Set up a custom address.
Make sure that Manage Receipt is toggled to on for users.
The following link provides detailed instructions on how to set up the receipt feature: https://quickbooks.intuit.com/learn-support/en-us/help-article/accounts-payable/email-receipts-bills-quickbooks-online/L7r2LAQ7C_US_en_US
The following methods can be used to add a receipt to QuickBooks:
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- Upload directly from your computer or Google Drive or drag and drop into QBO.
- Send receipts to the custom email address you created (ex. Sample@qbodoc.com). Note that QBO only recognizes receipts attached to emails. Receipts sent in the body of the email are not recognized. A good practice is to print receipts as PDFs and attach them to emails before sending.
- The mobile app can also be used to capture receipts
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Visit this link for more information:https://quickbooks.intuit.com/learn-support/en-us/help-article/import-transactions/upload-receipts-bills-quickbooks-online/L862MmZHn_US_en_US
The following links provide instructions on how to use QBO’s mobile application for receipt capture.
How to Download: https://quickbooks.intuit.com/learn-support/en-us/help-article/new-subscriptions/download-quickbooks-online-mobile-app/L1kE5xZ6n_US_en_US
Mobile App Receipt Feature: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-transactions/upload-receipts-bills-quickbooks-online/L862MmZHn_US_en_US
Online Tutorials:
