How to Use the QuickBooks Mobile App to Capture Receipts

In this blog post, you’ll learn how to add a receipt to QuickBooks Online using Receipt snap feature of the mobile app.  Then use that receipt to create an expense.

Quick Instructions:

  1. From within the QBO mobile app
  2. Click the menu icon
  3. Click Receipt snap
  4. Click the camera icon
  5. Follow on screen instructions until the app captures a photo
  6. Click the photo in the lower left corner
  7. Review the photo
  8. Click the Use this photo button
  9. In the success pop-up click Got it!
  10. Click the receipt in the FOR REVIEW tab
  11. Edit as needed
  12. Click Save
  13. Click Create expense from receipt
  14. Click Done

Keep reading for a complete walkthrough with screenshots:

Receipt Snap

In the mobile app, click the menu icon, then select Receipt snap.

QBO mobile app Receipt Snap option in the menu

Click the camera icon in the lower right corner to open your camera.

Click the camera icon to open your phone's camera in the QBO mobile app Receipt snap

As you get the receipt into view on your phone you’ll see a green box. This is the app recognizing a receipt.

You may see instructions on the screen like “Move camera closer”, “Hold device level”, or “Hold steady” as the app tries to get a clear view of the receipt.

On screen instructions when using Receipt snap in the QBO mobile app

Follow the on-screen instructions. Receipt snap automatically takes the photo when it thinks it has a clear shot. 

I used a post office receipt for this example. It’s very long with a lot of information. It took about 20 seconds of phone maneuvering for the app to snap a photo.

When it captures a photo it appears in the lower left corner of your phone screen. You can let it take multiple photos. Then click on that lower left image to open and review them.

Check to make sure that all the important information is legible. You can Zoom in and crop the image if necessary. If the photo looks good click the green button on the bottom of the screen to use the photo.

Reviewing receipt pictures in the Receipt snap function of the QBO mobile app

You’ll see a message letting you know the photo is uploaded and the app is extracting information from it.

Photo uploaded into the QBO mobile app using Receipt snap

You can click the camera icon to snap a photo of another receipt if needed. 

Review Receipt

When the app has finished extracting the information from the receipt you’ll see the image under the FOR REVIEW tab.

The app will do its best to extract as much information as it can.

For me, it misidentified the type of expense and it has a MISSING INFO error.

Receipts in the For Review tab in the Receipt snap section of the QBO mobile app

Click on the receipt to open and review it.

On the Review receipt screen, you can update information if needed and add anything that’s missing.

Review and update your receipt in the QBO mobile app using Receipt snap

When everything is correct click the Save button.

You’ll get to preview the receipt and information one last time before clicking the Create expense from receipt button.

Previewing your receipt in Receipt snap before creating an expense

You’ll see a success message letting you know you’ve created an expense with the receipt. Click Done.

Success message when using a receipt to create an expense with Receipt snap in the QBO mobile app

Reviewed

If you click the REVIEWED tab you will see the receipt you just entered.

Reviewed receipts in the Receipt snap section of the QBO mobile app

You now know how to ass receipts to QuickBooks Online using the mobile app. Scroll down if you’d like to watch the video version.

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If you have questions about using the QuickBooks Online mobile app click the green button below to schedule a free consultation.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

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Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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