Introduction: Keeping track of receipts is a crucial part of maintaining accurate financial records for your home building business. Fortunately, QuickBooks makes this process simple with its mobile app. In this guide, Jon Markee, your Builder CPA, walks you through a quick and easy way to upload receipts using the QuickBooks mobile app.
Step-by-Step Guide to Uploading a Receipt
1. Open the QuickBooks Mobile App
Swipe down on your phone’s home screen and search for “QuickBooks.”
Tap on the app to open it.
2. Navigate to the Receipt Upload Feature
You may see notifications at the top of the home screen—skip them if needed.
Look for the Snap Receipt button in the upper left-hand corner (a small circle icon).
Tap it to open the camera.
3. Capture Your Receipt
Position your receipt within the camera frame. QuickBooks will highlight it with a green box.
Unlike some other apps, QuickBooks does not take the picture automatically—you’ll need to tap the white circle button at the bottom of the screen to snap the photo.
4. Review and Upload
Once you've taken the picture, you can review it to ensure it’s clear.
QuickBooks allows you to take multiple photos and upload them together if needed.
5. Alternative: Upload from Your Photo Library
If you’ve already taken a picture of the receipt, tap the image button in the bottom left-hand corner.
Select the receipt from your photo library and upload it.
Why This Matters for Your Business
Accurate Record-Keeping: Helps track expenses and ensures every cost is accounted for.
Time-Saving: Quickly uploading receipts prevents paperwork from piling up.
Better Tax Preparation: Having digital records makes tax season easier and more organized.
Final Thoughts
With the QuickBooks mobile app, uploading receipts is fast and simple. Following these steps will help you maintain clean financial records without the hassle of managing paper receipts. Try it out today, and keep your bookkeeping streamlined!
For more helpful accounting tips, stay tuned for insights from Jon Markee, your Builder CPA.