Accounting Tips: Document Your Receipts

by Greg DePersio

0 min read

To upload receipts to Quickbooks, scan your receipts and save them as a PDF file on your computer. Then, go to the QuickBooks attachment page, and click on the paperclip icon to upload attachments. Alternatively, when entering a new expense, scroll to the bottom of the form, click attachment, and select the file you wish to upload from your computer. If you want to add scanned receipts to your QuickBooks bank register, use the settings feature to add an attachment column to the register. You can also use apps to simplify this process by allowing you to easily scan and save receipts. Apps such as Nexonia Expenses and Apptivo Expenses allow you or your employees to take photos of receipts with your smart phone, and then, these apps update QuickBooks with the expense. There are also apps focused on specific types of industries or expenses such as Mileage, Fleet and Vehicle Expense Tracking from TripLog.

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