How Do I Scan Supply Receipts Into Quickbooks?
For the sake of convenience and efficiency, many businesses choose to go paperless whenever they can. Using the paperless option to scan and store supply receipts can not only create storage efficiency, but also prevent receipts from becoming lost or misplaced. Scanning supply receipts into QuickBooks requires a scanner compatible with QuickBooks software and installed according to the manufacturer's directions. Once you scan the receipt, you can dispose of it as Internal Revenue Service regulations state the scanned receipt is acceptable as legal documentation of the purchase.
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Instructions
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Enter supply receipt information into the check register or appropriate credit account in QuickBooks. When the transaction is complete, a pop-up message box will appear, giving you the option to add a document. Click "Yes" to open the "Configure Scan Settings" window.
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Configure scan settings according to how you want to display the supply receipt. Set the document type as "Receipt," and select "Double" or "Single" depending on whether you want to scan one or both sides of the supply receipt. Other settings options may include "Color," and an option to save the scanned receipt to a location other than QuickBooks.
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Select "Scan Now" to start the document scan. The scanned copy of the supply receipt will attach to the QuickBooks transaction and display a small icon to indicate the presence of a scanned document is included with the transaction. You can click on this icon to view or print a copy of the scanned supply receipt.
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Tips & Warnings
Be sure the scanner you purchase is compatible with QuickBooks. Check the QuickBooks Marketplace for compatible equipment or ask for purchasing assistance at an office supply store.
Consult the scanner owner manual for installation instructions specific to the scanner you purchased.
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