Let me provide the solution that will help you upload your client's receipts using a shared drive, @sue4booking.
Since you're not using a mobile application, you can upload the receipt to QBO from your Google Drive. Before doing so, we don’t recommend uploading receipts with sensitive or personal info, like credit card numbers and government identifiers. Also, QuickBooks supports PDF, JPEG, JPG, GIF, and PNG images.
Here's how:
- Sign in to QuickBooks Online.
- Go to Transactions, then Receipts (Take me there).
- Choose Upload from Google Drive.
- Note: Each image or file should only contain a single receipt.
Once done, review, edit, add, or match those to existing transactions first. To do so, follow the steps below:
- Go to Transactions, then Receipts.
- In the For Review tab, you can review your uploaded receipts. QuickBooks lets you know if it finds existing transactions in your books that match your uploaded receipts.
- Check the labels in the Action column to find out what steps you need to take next.
For complete details on uploading your receipts, open this link: Upload your receipts to QuickBooks Online.
Furthermore, I will share some links that will assist you in tracking your receipts and matching your bank transactions in QBO:
I'll gladly help with any other questions about uploading receipts or QBO-related tasks. Have a good day, and keep safe always.
