B.2.2 Processing Receipts
- 6 steps
Start in the Advanced version of the Sample company. <https://qbo.intuit.com/redir/testdrive_us_advanced>
Note: This can be completed in the regular version of the Sample company, but you will not have access to the updated AI feature for analyzing receipts and bills.
Now you can start the exercise.
Upload the Receipt
First, navigate to the Receipts tab of the Transactions center.
You will need the following receipt to complete this exercise.
[Receipt](https://www.fastandeasyqbo.com/SampleReceipt.pdf)
1
On the Left Nav Bar, hover over "Transactions" and click "Receipts"
Note the different options for uploading from this screen.
1. Upload by emailing the custom email address provided
2. Drag and drop
3. Upload button
2
Not pictured: Drag and drop the file to the blue drag-and-drop area of the screen.
Once done processing, you will see the receipt in the For review tab. You can see that QBO has extracted as much information as it could from the uploaded file to start building the transaction.
Review the Transactions
Now, take a look the transaction and make necessary adjustments.
3
On the Chin's receipt line, click "Review"
You will need to close the sign in pop-up again.
Review each of the fields to confirm the details have transferred correctly.
- Expense is selected at the top
- Payee - Chin's Gas & Oil
- Category - Fuel
- Description - it is a bit long; you can edit if you choose or leave as is
- Amount - $20
The only incorrect field is the Payment account; update that now.
4
Change the Payment account field to Mastercard, as indicated on the receipt.
5
Click "Save and close"
6
Click "Reviewed"
You can now see the transaction in the Reviewed tab.
