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 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:
- Navigate to Transactions and select Receipts, as indicated in the following screenshot:
2. The following screen will display (note: Make sure you are on the Receipts tab, as indicated here):
There are four options available to capture receipts:
- Upload from computer (1): If the bill or receipt is saved to your computer, select this option and navigate to where the receipt or bill is located on your computer.
- Upload...