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Once submitted, QuickBooks Online reads the receipts, extracts the information, and automatically matches the receipt to a transaction.

The result? Everything is organized and ready at tax time – and best of all, there’s no shoebox! Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions. With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor. This is a key feature you’ll want to check out to make life easier for you and your clients, while supersizing your productivity and demonstrating your knowledge as a trusted advisor. Now, there’s a better solution that’s quick and easy: Receipt Capture, a feature that has been available in QuickBooks® Self-Employed and is now part of QuickBooks Online. More than likely, these are small business clients who either didn’t have time to input expenses into QuickBooks Online ( ) or figured it was much easier for you to handle. Technology and the cloud provide unimagined possibilities to automate your practice, but at tax time or just prior to critical tax filing deadlines, you’ll inevitably have clients who bypass your portal, make an appointment and walk in with a shoebox full of receipts.Įven if it’s just a handful of clients, it’s an issue.