How to Scan and Classify Receipts with Your Smartphone

Receipt Capture in QuickBooks Online! Here's how you can scan and 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.

We go into 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.

RESOURCES MENTIONED IN VIDEO:

Video: Bank Feeds - What are they, and how do you use them?

Video: Receipt Management Part 2 - How to organize receipts and invoices for your bookkeeping clients.

Previous
Previous

30 Favorite Types of Clients for Beginner Bookkeepers

Next
Next

How I Use Asana for My Bookkeeping Workflow