how to enter expense receipts in quickbooks desktop 2020

When the user accepts the email invite, they’ll have access to manage receipts.VAT due in this period on and other outputs sales 466.00 VAT due in this period on acquisitions from other EC Member States 0.00 VAT reclaimed in this period on and other inputs

Keep the role as Basic user, then select Save.

Select Add user, then enter the users email address.

Depending on what you want the user to do, select either Give Desktop and Mobile access or Give only mobile access.

Before you get started, make sure the user has an Intuit account associated with the company file. In QuickBooks Mobile, the user can upload receipts. They can also add transactions to the register. In QuickBooks Desktop, the user can upload, review, and match receipts to transactions.

Bank Registers (and all Banking Accounts).

Here’s the permissions you’ll need to give the user: If you have users you want to give access to upload receipts or create new transactions to match receipts with, you can give different access depending on their role.

If you select Edit, make your edits to the Vendor Name, Account, Bank/Card details, date of the transactions.

Select either Edit or Delete if you wish to delete the receipts.

Select the receipts and select Batch Actions.

If you’re uploading multiple receipts, you can edit or delete them in a batch. QuickBooks automatically pulls dates, amounts, vendor, and the last four digits of the credit card from the image.

Email the image to your custom email address It may take a few minutes to send.

Make sure each image or file contains only one receipt.

The photo must be a PDF, JPEG, JPG, GIF, or PNG.

Take a picture of your receipt on your mobile device.

Note: You can send multiple receipt images in one email as long as the email size is under 20 MB. Step 2: Email images of receipts to QuickBooks Desktop You can manage the users who can email receipts by using the toggle button.

Once you confirm the email address, the list of all the users who are part of the Intuit account will be shown to you. Choose a custom email address you’ll email receipts to.Note: If you don’t have permission to access the company file or your account isn’t associated with one, here’s what to do.Choose the Intuit Account you use for the company file.

Go to the Vendor menu, then select Receipt Management.Keep in mind that if you’re using PDFs, you can only have one receipt per page. Here’s how to email PDFs or images of your receipt to your QuickBooks Desktop company file.

How to enter expense receipts in quickbooks desktop 2020