Would you like to upload receipts in QuickBooks desktop 2021? Well, if yes, then you have bumped into the right page. Today, in this segment, we will be talking about the steps that are to be followed to upload receipts in QuickBooks desktop 2021. With the help of QuickBooks desktop mobile app, you can upload the receipts to QuickBooks desktop. The software will put the information from the receipt and will match it with the transaction that exist.
To get a further knowledge about uploading receipts in QuickBooks desktop, make sure to read this segment ahead. Or consult our technically sound accounting professionals.
Steps to upload the receipts to QuickBooks desktop
You can perform the below steps to upload the receipts to QuickBooks 2021.
Step 1: Add the receipts to QuickBooks
Uploading receipts from QuickBooks
- You would have to move to the vendor menu and select receipt management
- Select the intuit account you use for the company file
- Drag and drop your receipts into QuickBooks or select browse to upload and choose the receipts
Upload the receipts from QuickBooks desktop ios mobile app
- Sign in to intuit and select the company to upload the receipts to from the QuickBooks
- Tap on the company to upload receipts and hit continue
- Hit capture receipt
- Tap on the camera icon to take a picture of the receipt
- Click on use this photo
- Add a name and memo, and then tap upload photo and hit ok tab
- Lastly, sign in QuickBooks desktop company file review, edit and match receipts to transaction
Step 2: Review, edit, and tally the receipts
- At first, you would have to move to the vendor menu and opt for receipt management
- From the for review tab, select the refresh icon to see the receipts
- Select the small arrow and select review
- In case the receipt matches the transaction, select attach tab
- In the match is wrong, select remove match them create a new transaction
- Select ok tab
We believe that the above stated steps are sufficient for uploading receipts in QuickBooks desktop 2021 successfully.
Whereas, there can be a situation, when you might not be able to upload the receipts performing the steps above, then in that scenario, do not think much in consulting our QuickBooks customer support team professionals at 1-800-615-2347.
