HOW TO STORE RECEIPTS IN QUICKBOOKS ONLINE

Wondering how to store receipts in QuickBooks online? In this video Dan talks you through a couple of ways to do this.
Topics include:
QuickBooks Online
How to upload a receipt on the QuickBooks Online App
How to upload a receipt directly to QuickBooks Online
How to keep your receipts in QuickBooks Online
Using attachments in QuickBooks Online
… and more!
If you have any questions on this, please comment below.
You can see more about what we get up to on the following:
LinkedIn (Dan): / danheelan
Instagram (Dan): / danheelan
Podcast: heelanhub.co.uk The HeelanHub Podcast, a show for small business owners.
Join our mailing list for tax tips at: www.heelanassociates.co.uk
Instagram (Company): / teamheelan
Facebook (Company): / heelanassociates
Twitter (Company): / heelanassocs
Web: www.heelanasso...
Call: 02392 240040 Email: [e-mail]
#accounting #quickbooks #bookkeeping #QBO

[@amateurtorque6709]

I find your short videos really helpful, thanks again. Do you have any videos for new bookkeepers/accountants on Quickbooks basics, setting up a company, etc?

[@HeelanAssociates]

We don't currently, we tend to only produce videos for small business owners so nothing accountancy-trade focused sadly. Intuit have a great certification programme you can sign up to though if you are looking to work with them as an accountant.

[@ryanhuntermedia]

Great video - thank you. I have been managing my ins and outs via a spreadsheet but it's doing my head in and I am going to sign up to QB. Question - can I input retrospective data into QB - i.e. can I transfer all my spreadsheet info over into the software? OR - can I link my business account to it so it does it all for me? Thanks

[@HeelanAssociates]

Yes you can. Just link bank from 1 day you want the data or manually key in the data.

[@pauljeongpauljeong]

Do I have to study accounting to deal with quick books?

[@HeelanAssociates]

No, it might help, but no - use the training videos they have, and if still struggling invest in some training.

[@sharonoleary895]

now I scan my receipts online do I need to file them away now?

[@HeelanAssociates]

It’s still worth lobbing them in a box ‘just in case’ at this stage, but HMRC have said they accept digital receipts.

[@jamcreativestudios62]

Might be a silly question, but why did you change it from receipt to bill when categorising?

[@HeelanAssociates]

Be honest it’s been a while since we recorded this so I don’t know! Will have a look at what I did . .