Ready to Send a Receipt on the QuickBooks App, but not sure where to start?

So, you have a receipt you’d like to scan on the go and add to QuickBooks, but you’re not sure how to start? We’ll take you through how to send a receipt on the QuickBooks app so you don’t miss recording any important information.

Step 1: Install the QuickBooks App on your phone

  1. Go to the App Store and type “QuickBooks” in the search bar.
  2. Choose the QuickBooks accounting app with the white background if you use QuickBooks Online Essentials, Plus, or Advanced.
  3. Press the “Get” button (or “Install” via the Google Play Store)
  4. Once it’s installed, you’ll be able to open and sign in to your QuickBooks account
  5. Choose the company you need to access and arrive on the home screen

Step 2: Send a Receipt on the QuickBooks App

Adding a new receipt

  1. Log into the QuickBooks App and arrive on the home screen
  2. Click the green button at the bottom with the plus sign
  3. Select “Snap Receipt” and a scanner will appear to take a picture of your receipt
  4. For best results, put the receipt on a contrasting background
  5. Crop to adjust if necessary or rotate.
  6. If it looks good, click “Use this photo” – the blue button at the bottom. The receipt will be uploaded to your books online.
  7. Click “Done” when completed

Reviewing receipts that have been entered

  1. Click the menu at the bottom right (three green lines) – Go to the “Shortcuts” menu and click “Receipt snap”
  2. This will show you the list of receipts that are outstanding (For Review) and already in the books (Reviewed)