I can provide a workaround while the receipts forwarding feature is currently being work on, ELYINC.
You need to manually attach receipts into your transactions in QuickBooks. Let me show you how:
- Go to the Transactions menu. If you're on an Android phone or tablet, select the menu ☰ icon and then Transactions.
- Find and select the transaction you want to attach the receipt to.
- Select browse or Attach receipt.
- Select an image and then click Save.
You can also create a new transaction from a physical receipt. Simply upload images from your computer. Here are the steps you can follow:
- Log in to your account on a web browser.
- Go to the Transactions menu.
- Select Add receipt.
- Upload an image of your receipt.
QuickBooks Self-Employed scans the receipt and enters the details for you. It may take a few seconds. When the upload finishes:
- Go to the Transactions menu.
- Look for the receipt.
- Select the receipt and categorize it.
- If you see a Needs action message, select it to review your transaction.
- Correct any details and select Save.
When you categorize, QuickBooks puts your transactions on the correct line of your Schedule C. This also organizes your income and expenses so you know what areas of your self-employed business have the biggest impact.
Check out this link to learn more about categories in QuickBooks Self-Employed.
Don't hesitate to post again if there's anything else you need with your transactions in QuickBooks. I'll be around to help you.
