Capture and Categorize Expense Receipts and Bills in QuickBooks Online

Are you in between the mess of a lot of expense receipts and you have no idea what to do with them to sort the things out? Well, we understand your pain, it happens to the best of us.

But you can sort out your receipts and enter them in QuickBooks Online through various ways and categorize them. The feature will help you in organizing your expenses, save the e-receipts (you will not have to search for them anymore), track them better.

Before we move any further, I want to let you know the three ways you can enter the receipts in QuickBooks Online:

1. Uploading the expense receipts or images from your computer or google drive.
2. Capturing the expense receipts or images from your mobile phone camera.
3. Emailing the receipt or images to QuickBooks directly.

In this section, we will specifically discuss the process of capturing the receipts and then categorizing them in QuickBooks Online. Just to let you know, that you can use the receipt snap feature available in QuickBooks Online mobile app, which lets you click the pic on the expense receipts, and helps you enter your expenses even when you are travelling.

How to Capture and Categorize Expense Receipt in QuickBooks Online?

Let us now discuss capturing the expense receipt image through your mobile device in QuickBooks Online through a step-wise step process:

Capturing the Expense Receipt in QuickBooks Online

First of all, you should ensure that the QuickBooks Online mobile app is already installed on your iOS or Android device. After that, you can follow the below simple steps for capturing the receipt in QuickBooks Online:

Step 1. At first, open the QuickBooks Online mobile app and click on the menu icon.

Step 2. Now you need to click on the Receipt snap button.

Step 3. Once you have clicked on the receipt snap button, click on the receipt camera icon and click the picture of your expense receipt.

Step 4. After that, click on ‘Use this photo’ and then click on Done. Now, the QuickBooks will start a transaction on the basis of the captured receipt, you will have to categorize it later.

Now since we have already entered our expense receipt in QuickBooks Online with the help of capturing expense receipt process, a transaction has already been started by the QuickBooks on the basis of the captured receipt, let us now see how to categorize the expense receipt in QuickBooks Online:

Categorizing the Expense Receipts in QuickBooks Online

Once you have entered the expense receipt in QuickBooks Online, you need to review, edit and categorize them. You can follow the below-sequenced steps to accomplish this:

Step 1. First of all, open QuickBooks Online and go to the Banking or Transactions menu.

Step 2. Now you need to go to the receipt tab and choose the expense receipt to view its further details.

Step 3. In case the Action column against the expense receipt reflects the ‘review’ status, choose the expense receipt to make corrections if any and add missing info (if any).

Step 4. Now for categorizing the receipt, you will see there’s match status reflecting in Action column, which tells us that QuickBooks has recognized a transaction that matches the expense receipt.

Step 5. In that case, you should review the linked record and if you are satisfied that it is correct, you need to click on match to connect the expense receipt with the transaction.

Step 6. If in case, you don’t think that there is a matching transaction against the expense receipt, you can create an entirely new one by going to the Expense menu> Expense tab and then clicking on a ‘New’ transaction and then expense again.

Step 7. Once you have created a new expense, attach the receipt image to it.

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Let us now look into few Frequently asked questions from users end which will give us further visibility on the topic.