![]() ![]() ![]() In QBO, you can only select one at a time (no batch option to download attachments). It is also easy to download all of your receipts whenever you want. There is also the option to hook up your Dropbox for and PayPal accounts for transaction retrieval and extraction.ĭocuments are stored (archived) for at least 7 years for IRS requirements. All that is required to publish (send to QBO) is the same vendor name used in QBO.ĭext has an Invoice Fetch feature where you can automatically connect to companies such as Amazon, Best Buy, Home Depot, and many others for retrieval of invoices and receipts. QBO can only match to transactions in Banking, so there is the risk of adding duplicates if past transactions were already reconciled. This is also a great way to see all restaurant related expenses in one place, the vendor center in QBO, so this worked out for the better.ĭext can also recognize transactions already in QBO (called Paperwork Match), not just cleared via Banking but also reconciled, and attach receipts to them. As a workaround, I have catch all vendors such as “Auto” and Restaurants” in QBO to assign these types of transactions. I don’t usually recommend adding vendors in QBO for one-off things like gas stations and restaurants. The only thing I didn’t like (at first) is that the vendor is a required field. Most credit card receipts show the last four digits of the card used, which in RB you can associate with the account in QBO.ĭext can extract the vendor (they call it Supplier) and you can create rules that automatically assign the category (expense account) for future items. How to attach receipts and enter expenses using the QBO Mobile App QuickBooks Canada 8.59K subscribers Subscribe 15 Share 4. What is very cool is the ability to show only specific expense accounts in QBO, thus eliminating the risk of errors in classification.ĭext can extract not only the date and amount, but also the payment account used. You can add the option to allow them to categorize transactions and include customers and classes, if desired, to speed up processing. A user can just snap a photo of a receipt on the app and submit. I can create as many users that I want, even if they are not users in QBO. This can be shared with anyone I wish that I would like to forward documents but I can also create a unique email address for each user. I can create my own unique email address for forwarding of emails, with or without attachments. ![]()
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