Insights  from Sakura

GETTING MORE FROM QUICKBOOKS!

xero and quickbooks Mar 30, 2021

Continuing our series of highlighting some really useful (and generally little used by clients) functionality in Quickbooks or Xero, we now highlight how Quickbooks can help with efficiently capturing and retaining copies of your receipts.

What does ‘Receipt Capture’ do?

The Receipt tracker function allows Users to more simply ‘capture’ and ‘record’ any

  • Personal paid business expenses or
  • Business debit card receipts
  • The feature can be used with your mobile or through the web browser (desktop version via
    your laptop), with receipts either emailed or photos imported directly for ‘Upload’.
  • For businesses where the owner ONLY has reimbursable expenses – it avoids the need for
    paying for additional software!

How do I use it within Quickbooks ?

  • It allows Users to forward receipts to a specific email address, which allows them to be ‘uploaded’ to the software for review and processing can be accessed via the web browser version.
  • Alternatively, once the Quickbooks app is downloaded to your mobile, photos can be taken of your receipts which will be directly ‘uploaded’ to the software.