Uploading Reciepts

*QuickBooks bill pay and receipt capture are features of QuickBooks Online that help with managing business finances and cash flow. Bill pay allows users to schedule and send bill payments, including ACH bank payments and checks. Receipt capture allows users to upload receipts to QuickBooks Online. Seamlessly having all bills, receipts and expenses in one place.

1. Download the QuickBooks Online application to the mobile device being used.
2. Select the Menu button in the bottom right of the screen, and then select the Receipt Snap button in the upper right corner of the screen.  
3. The Receipts Snap feature in QuickBooks Online will then populate. Select the green circle icon with a camera in it at the bottom right of the next screen.

How to Upload a Receipt

4. Once the camera is opened, take a photo of the receipt that needs to be uploaded. A green frame will appear around the receipt and make sure all corners of the receipt are in the frame.

5. Take the photo by clicking the camera. Select Use This Photo in the next screen that populates. The photo will then be submitted for processing.

Note: If you enter the incorrect information on the next screen, QuickBooks will have duplicate expenses that do not match the statement and will need correction.

6. Once the receipt processes and data is extracted, the receipt will show in the For Review tab of the application. Select the receipt once it populates in this tab.

7. A new screen will appear prompting additional information that needs to be confirmed. Input the missing information such as: amount, date, payment account, and the category applicable.

8. Select the Save Receipt button at the bottom of the screen. The receipt will then be uploaded to QuickBooks Online!

Note: If you do not select the correct bank or credit card account, it will not match in Quickbooks For review tab as it will be posted to the wrong account.

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