Plano TX - Receipt Capture - New Functionality in QBO

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Education & Training with Bob Jablonsky & Associates

One of the recent enhancements for Quickbooks Online (QBO) is Receipt Capture. Receipt Capture is new functionality directly within QBO, without the need to purchase 3rd party software, to efficiently capture and store digital receipts to each transaction.

 

How Does it Work?

The user can use their camera phone to easily snap the photo or it can be scanned to your computer if in the office. There are three ways to upload the images to QBO:

  • Scanning directly through the Mobile App
  • Uploading, then dragging and dropping
  • Forwarding by email.

 

You can find Receipt Capture in the Banking Section of QBO. The image will appear in the Receipts Section and can be matched to the appropriate transaction. then be attached to the transaction. Whether researching for an audit, tax purposes, or simply to get more information when reviewing your financial results, you will no longer need to dig through mounds of paper or keep paper files.

 

Do You Need Help?

If you need help in implementing Receipt Capture or any other functionality or reporting within QBO, please give me a call at (972) 821-1991 or send an email to bob@jablonskyandassociates.com.

 

 

 

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