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Updated over 5 years ago, 05/23/2019

User Stats

89
Posts
73
Votes
Connor Heim
  • College Station, TX
73
Votes |
89
Posts

Quickbooks Desktop and receipt auto-categorize??

Connor Heim
  • College Station, TX
Posted

Hello folks,

I am looking at software to manage my RE and am thinking about Quickbooks Desktop.  In a perfect world, I would be able to launch an app to snap a photo of my receipt, then have it auto-magically sync with QBDT and associate the receipt with the credit card transaction (or check).

Anyone know if this is possible?

Thanks!

User Stats

22
Posts
10
Votes
Jeremy White
  • Accountant
  • Greensboro, NC
10
Votes |
22
Posts
Jeremy White
  • Accountant
  • Greensboro, NC
Replied

I usually have my clients archive all of their receipts chronologically in dropbox or something similar. Quickbooks DT or Online will download and auto-categorize transactions from your bank/cc accounts, and I've found the receipt upload a little clunky and am not a fan. 

You do need to save receipts to reference if audited, but they don't need archived in your accounting software and can actually take forever to find that way which is why I don't like it. 

Hope this helps!

Jeremy