QuickBooks Desktop 2021

 QuickBooks Desktop 2021 - Receipt Management (Plus and Enterprise 


Intuit recently released QuickBooks 2021 Desktop. Insightful Accountant has been evaluating various pre-release versions among these products for months and it has spent hours chatting with Intuit personnel, including product managers and developers, so we will allow you to learn about the newest products. This informative article is just one in a series of individual product features intended to provide additional content compared to that within our QuickBooks Desktop 2021 product synopsis.




QuickBooks Receipt Management for Desktop

It may literally take hours for a company to collect and categorize all of their receipts even though they are able to keep track of them. Using this new QuickBooks Desktop feature, you may no longer need to spend time manually entering expense receipts as you can efficiently import them. If You want to know about QuickBooks Desktop 2021 then Contact our Proadvisors.


QuickBooks Receipt Management is only available to QuickBooks Desktop Plus and Enterprise subscribers customers. It allows one to import receipt images through a mobile (Apple or Android) App. You may want to upload receipts directly from QuickBooks Desktop.


QuickBooks Receipt Management will then extract data from the receipt images using optical character recognition, artificial intelligence and machine language algorithms to generate transactions for your to examine. You will then review the receipt data and match-up any unmatched information before posting it to your accounting. And, as the image is stored with your QuickBooks data, the digital copies associated with the receipts are around for audit as time goes by.

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Setting Up Receipt Management on the Desktop and Mobile Devices

In using Receipt Management every user will need to have an Intuit account linked to the specific company apply for which receipts should be uploaded and posted into the accounting. It is true whether or not the user will soon be accessing Receipt Management via a mobile device or via QuickBooks Desktop or both.


Configuring Receipt Management in your Desktop

Initially you ought to log on to QuickBooks while the Administrator for the file you wish to configure for Receipt Management. The access the feature through the QuickBooks menu by selecting Vendors, after which choosing Receipt Management.


Choose the Intuit Account you employ for the Company file you have got open, if you should be not already logged-in to your Intuit Account you will end up expected to do this. If you do not already have an Intuit Account, you will end up needed to create one.

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Receipt Management happens to be active on the Desktop. If you have other QuickBooks User who you want to give access to upload receipts or create new transactions to match receipts with, you can easily assign them different access roles based on their permissions by selecting Manage users under Receipt Management.


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Be aware that these QuickBooks Users will have to have permissions including Bank Registers (all Bank Accounts), Checks, Credit card charges, charge card registers, Customer Center, Vendor Center, Chart of Accounts List, Class List, Edit Bills and Pay Bills. These permissions are assigned and controlled from the User Security features for your specific type of QuickBooks (ProPlus, Premier Plus, or Enterprise).


Dependent on what you need your Users to complete, select either Give Desktop and Mobile access or Give only mobile access.

With regards to the option you selection extra information is displayed. For Desktop & Mobile App access listed here window is displayed.


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Irrespective of which role you choose when it comes to specific User, select Continue to proceed. 


When the Intuit account user management window is displayed, click on the blue Add user button, and then enter the users current email address. Maintain the role as Basic user, and then select Save.


QuickBooks will transmit a contact into the User to finalize their new permission status. When the User accepts the e-mail invite, they will be required to either enter their Intuit username and passwords or create a unique Intuit account associated with the company file, when they do so they have the ability to manage receipts via the method(s) you have got authorized.


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