Receipt Capture in QBO: scan & classify receipts with smartphone (for bookkeepers)

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Receipt Capture in QuickBooks Online! Here's how you can scan & classify receipts with your smartphone. This video was highly requested, as receipt management is often a struggle for bookkeepers. A giant box of disorganized receipts should be a thing of the past. In QuickBooks Online, you can use the smartphone app to scan receipts; or you can create a special email address in QBO where employees can email receipts. Then I talk about how to classify and match each receipt to a transaction in the bank feeds area of QuickBooks. This is a great solution for bookkeepers who need to streamline and get organized.
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Опубликовано:

3 окт 2024

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Комментарии : 48

@FinePointsBookkeeping 3 года назад

What other questions do you have about receipt management? I can answer them in part 2.

@danishbokhari6598 3 года назад

Hi Morgan my name is Danish, I’m opening my bookkeeping business, I wanted to see if there is a chance you can talk to me and my team. I want to see if you can give us 30 mins of your time, I understand you are really occupied and I will compensate you for your time. My email is danishabokhari@gmail.com, please shoot me an email if there is a possibility

@danishbokhari6598 3 года назад

Do you have a business email that I can contact you on?

@cherylkhan1687 3 года назад

Thank you! I am one of your viewers who was interested in this feature. Appreciate the great video!

@Some_random_person. 2 года назад

Does this email account on quickbooks work for the desktop version also?

@jaimirattray93 2 года назад

I am using QBO and my tabs don't read the same as yours and I have ZERO experience. I had to create a Bookmark in my tools list for receipts and expenses. Then I captured a picture of the receipt and I having to create a expense manually. I have about a hundred receipts to deal with. Very time consuming. I think I'm doing it wrong. Please help. I need to understand the difference between the account/categories and the Bank/Credit account and why I can't choose the same thing for both. :(

@ht8259 Год назад

This was way better than the actual quickbooks demo!!

@accountingbyamanda7885 2 года назад

You have saved me so many times!

@courtneyschuck8123 2 года назад

This was so helpful, thank you!

@donbromand Год назад

Thanks for quick explanation Amazing

@jacobmason7947 3 года назад

hello i been creating a expense, then match the receipt and match the bank feed your videos are helpful thanks

@FinePointsBookkeeping 3 года назад

Glad it helped!

@sth8098 2 года назад

Can you share how to generate the report of missing receipts?

@gila815 3 года назад

Can you write memos for the receipts as you are uploading them to QBO via your phone? sometimes there will need to be small notes along each receipt, and I can't seem to find a way to include those notes when I upload the receipt to qbo

@michaeljacobson2609 7 месяцев назад

I always write notes on the receipt it's self before I photo it

@tammysykes3653 Год назад

How would you handle receipts that might be split into multiple categories? It looked like it only gave one option but some of my clients will have a receipt where they purchased office supplies, refreshments, etc.

@snrayas2003 Год назад

I wonder this also

@dignasarmiento5114 2 года назад

Create expense and how classify each I’m using it with a trucking company and we have a lot expenses, how we classify it ?

@rebeccajeffrey2842 Год назад

How can I deal with really long receipts if I want to just take pictures of the receipts?

@jenniferrodriguez1550 3 года назад

I’ve always been curious to know what happens if they don’t have a receipt and if they can still get reimbursed. Could you share that missing receipt form?

@FinePointsBookkeeping 3 года назад

Good idea! I'll see where I can put it. You can email me and I'll send it to you in the meantime: morganfinepoints@gmail.com

@dww613 Год назад

Did Part 2 ever get made? I'd like to know how you deal with receipts in multiple currencies. EG, I have a business CC in USD, but I'm buying office supplies and services in USD and at least one other currency.

@FinePointsBookkeeping Год назад

Hi Dan! Morgan does not work in currency other then USD, so she does not have any experience in this area. However, here is Part 2 of Receipt Management (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-4ul1vkTympo.html). Krista (FinePoints Admin)

@dww613 Год назад

@@FinePointsBookkeeping Thank you for the reply!

@nesg.5629 3 года назад

Hello, I used the app to take pics of the invoices but the invoices are not showing on the online app. How can I solve this issue?

@glennbestebreur9258 Месяц назад

What if you have desktop QB?

@FinePointsBookkeeping Месяц назад

Here's a video Morgan did about desktop vs Online QB. Hope it helps! ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ATKAB61xGRs.html ~ Lorian, FP admin

@thaliamancera6336 2 года назад

Can a client add it via the "snap receipt" and not link it to an expense? I can go in there and link it to the expense after I categorize their bank feed. I just don't want the client matching anything to expense, sounds like they may mess something up :)

@residentialremodelers7413 Год назад

I think they would email it to quick books and you categorize and or edit?

@karenwellford2018 3 года назад

What if teachers (or others) use their personal funds for the purchase? Obviously those transactions will not be in the bank feed, so how should that be handled?

@FinePointsBookkeeping 3 года назад

In that case I would write a reimbursement check to them (there's a form they fill out for reimbursement). I used to do exclusively reimbursements, but had them switch to mostly debit card transactions (I find it an easier workflow).

@mancinasn09 3 года назад

What Quickbooks program are you using? are you still using desktop?

@FinePointsBookkeeping 3 года назад

I use QuickBooks Online Accountant!

@mollymcnallyroberts 3 года назад

Do you know if QBO will recognize receipts emailed from Paypal or Venmo? And if they can be forwarded to the email address set up for the client in QBO receipt capture?

@FinePointsBookkeeping 3 года назад

Good question, I haven't tried this, but it seems logical that it would work. Did you try it?

@Marthaa2398 3 года назад

Is quick books the only program you use for your clients? Is there a need for any other program?

@FinePointsBookkeeping 3 года назад

I only use QuickBooks! :)

@lucilaespinoza644 2 года назад

👍👍

@elhamhojatti608 3 года назад

you are great thanks, just please speak a little slowly :)

@juliesotelo3771 3 года назад

You can change the speed in which the video is played, it’s actually really cool just select the 3 dots in the top right & change your playback speed!

@FinePointsBookkeeping 3 года назад

Got it, thanks for letting me know!

@FinePointsBookkeeping 3 года назад

@@juliesotelo3771 Thanks Julie!