Qbo Receipt Capture

Say goodbye to that shoe box full of receipts.

Qbo receipt capture. Now theres a better solution thats quick and easy. In this short video youll learn how to snap and store receipts on the go with the quickbooks self employed app. If you claim a deduction and dont keep your receipts youre asking for trouble. Learn all about the new receipt capture feature in qbo with rebecca gilbert product manager quickbooks.

Email to a special receipt capture email. I switched over to using that tool and am now going through and verifyingentering receipts as expenses. I had previously used autoentry to capture receipts for syncing with quickbooks but was happy to learn of the new receipt capture tools in qbo. Juggling receipts bills and invoices can cause you to drown in piles of pap.

Receipt capture a feature that has been available in quickbooks self employed and is now part of quickbooks online. If youve connected your bank. There are three ways to add receipts. Released in june 2019 receipt capture in quickbooks online allows users to directly upload receipts to the quickbooks online banking center where quickbooks will read the receipt and either match to an existing transaction or allow users to add a new transaction.

However there seem to be a few limitations am. You may have noticed a new tab in the quickbooks online banking center receipts. New to qbo this month is a feature called receipt capture and it does basically what it sounds like it captures screenshots of your receipt. You simply snap a photo of your receipt and upload it to qbo where it will be stored digitally.

In order for someone to either forward receipts or capture receipts in the app they have to be set up as a standard user in qbo using up a billable user and giving them possibly unwanted access to information in qbo.