Have you just switched to the QuickBooks Desktop 2021 version? Well, there are so many new features added to the new version of QuickBooks Desktop that can be very helpful for you. With QuickBooks Desktop 2021, you can upload your receipts to the software by using your QuickBooks Desktop mobile app.

This article will help you with the process to upload receipts to QuickBooks Desktop 2021. You can also contact our QuickBooks Data Services team to get additional information about the new features of QuickBooks Desktop 2021.

Process To Upload Receipts To QuickBooks

Step 1: Add Your Receipts To QuickBooks Desktop

Note: Any sensitive or confidential information such as credit card numbers, social security numbers, or health information should not be uploaded in receipts.

Upload receipts from QuickBooks Desktop

You can upload PDFs or images of your receipt in QuickBooks Desktop with the steps mentioned below. However, you need to remember that a PDF can contain only one receipt per page.

  • From the Vendor menu, choose Receipt Management.
  • Select your Intuit Account for the company file
    • Note: If you don’t have access to the company file or this account is not linked with the company file you want open then you need to create and manage roles in QuickBooks Desktop Enterprise.
  • Click on browse to upload or just drag and drop your receipts into QuickBooks.
  • Choose your receipts.

Upload receipts from the QuickBooks Desktop iOS mobile app

Note: QuickBooks is compatible with PDFs and images with JPEG, JPG, GIF, and PNG format. The HEIC format images are also supported for newer iPhone or iPad users.

You can download the QuickBooks Desktop iOS app

  1. Open the QuickBooks Desktop application and login to your Intuit Account and then choose the company to upload receipts.
  2. Click on the company file to upload receipts and then click on Continue.
  3. Select Capture Receipt.
  4. Click on the Camera icon to click a picture of the receipt. If the picture is already in your gallery, you can go to Photos and then select your receipt. You can crop and rotate the photo if required.
  5. Click on Use this photo.
  6. Add a Name & Memo.
  7. Click on Upload Photo and then select OK.
  8. Log into your QuickBooks company file to make sure that the correct receipt is uploaded.

Upload receipts from the QuickBooks Desktop Android mobile app

  1. Open the QuickBooks Desktop Android app and then go to Receipt Snap.
  2. Choose the company to upload receipts and then click on Continue.
  3. Choose Capture receipt.
  4. Click on the Camera icon to click a picture of the receipt. If the picture is already in your gallery, you can go to Photos and then select your receipt. You can crop and rotate the photo if required.
  5. TClick on Use this photo.
  6. Add a Name & Memo.
  7. Click on Upload Photo and then select OK.
  8. Log into your QuickBooks company file to make sure that the correct receipt is uploaded.

Step 2: Review, edit, and match receipts to transactions

Once the expense receipts are uploaded to QuickBooks, you will be able to see them in the For Review tab. This tab also allows you to review, edit, match or transactions to register.

  1. From the Vendor menu, go to Receipt Management.
  2. Go to the For Review tab and then click on the Refresh icon to view added receipts.
  3. Click on the small arrow from the receipt and then select Review.
  4. If the receipt matches the transaction, click on Attach.
    1. You can select Remove match and then create a new transaction if the match is incorrect.
  5. Click on OK.

How To Give Users Access To Receipt Management

You can also assign users to upload receipts or create new transactions to match them with the receipts by assigning different access as per their role. You need to give the following permissions to the user:

  • Bank Registers (and all Banking Accounts)
  • Checks
  • Credit card charges
  • Credit card registers
  • Customer Center
  • Vendor Center
  • Chart of Accounts List
  • Class List
  • Edit Bills
  • Pay Bills

QuickBooks Desktop 2021 allows you to upload, review, and match receipts to transactions along with adding transactions to the register. QuickBooks Mobile allows you to upload receipts as well.

  1. From the Vendor menu, choose Receipt Management.
  2. Click on Manage users.
  3. According to your role of the user, you can select Give Desktop and Mobile access or Give only mobile access.
  4. Click on Continue.
  5. Click on Add user and then provide email address.
  6. Set the role as Basic user, then select Save.

The user needs to accept the email invite and once it is done, they will be able to access the manage receipts section.

Technical Assistance For QuickBooks Desktop 2021

The provided steps should be helpful for you in understanding the process to upload receipts to QuickBooks Desktop. As we have already mentioned that this feature is newly introduced to the 2021 version, you may find it difficult to access it several times. If you are facing any issue while uploading receipts in QuickBooks, feel free to get in touch with our technical assistance team by dialing the toll-free QuickBooks Support Phone Number +1800-324-6599 to get instant help for your issues.

Upload Receipts To QuickBooks Desktop

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