Overview
Expense Receipts lets you capture, upload, and manage business expense receipts directly in Quicken Business & Personal. Available receipt details are extracted automatically, making it easier to organize your expenses and keep your records up to date.
Note: This feature is currently available only to users with Early Access enabled.
Upload an Expense Receipt
Tap the Menu (three-line icon).
Tap Expense Receipts.
Choose to scan a receipt or import one from your photo library.
Select the receipt you want to upload.
Add an Expense Receipt to a transaction
After uploading the receipt, you can either create a new transaction or attach it to an existing transaction.
Create a new transaction
Tap the Receipt.
Select Create New Transaction from Receipt.
Quicken scans the receipt and automatically fills in any available details.
Review the information and make any necessary changes.
Tap Create transaction.
The expense receipt is now attached to the transaction and appears in the Reviewed section.
Attach to existing transaction
Tap the Receipt.
Select Attach to Existing Transaction.
Search for and select the transaction
Quicken Simplifi lets you search by date, payee, or amount to quickly find the correct transaction.
Tap Attach Transaction.
The expense receipt is now attached to the transaction and appears in the Reviewed section.
Create Transaction Splits from your Receipt
After a receipt has been used to create a new transaction or attached to an existing one, you can automatically generate split transactions from the receipt details to help organize your expenses.
Tap the Receipt.
Tap Create Splits from receipt items.
Assign the appropriate category to each split.
Tap Continue when you're finished.
Review the information and tap Update.
Detach a Receipt from a Transaction
Follow the steps below to remove a receipt from a transaction:
Select the Receipt.
Tap the receipt image.
Select the Detach icon.
Tap Detach to confirm.
The receipt is removed from the transaction and moved to the Needs Review section.
Delete a Receipt
Follow the steps below to remove a receipt:
If you're looking for the steps specific to the Web App, please see our article Using Expense Receipts in Quicken Business & Personal.
If you have any questions or need help with using the Expense Receipts in Quicken Business & Personal, please contact our support team.