QuickBooks Desktop 2021

 QuickBooks Desktop 2021 - Receipt Management (Plus and Enterprise 

Intuit recently released QuickBooks 2021 Desktop. Insightful Accountant happens to be evaluating various pre-release versions among these products for months and has now spent hours chatting with Intuit personnel, including product managers and developers, therefore we will help you to read about the modern products. This article is simply one in a number of individual product features intended to provide additional content in comparison to that within our QuickBooks Desktop 2021 product synopsis.

QuickBooks Receipt Management for Desktop

It might literally take hours for a company to collect and categorize all of their receipts and even though they can keep an eye on them. Utilizing this new QuickBooks Desktop feature, you may no longer need certainly to spend some time manually entering expense receipts as you're able to efficiently import them.

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QuickBooks Receipt Management is just open to QuickBooks Desktop Plus and Enterprise subscribers customers. It permits anyone to import receipt images through a mobile (Apple or Android) App. You might 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 create transactions for the to examine. You will then review the receipt data and match-up any unmatched information before posting it to your accounting. And, while the image is stored with your QuickBooks data, the digital copies linked to the receipts are around for audit as time goes by.

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Setting Up Receipt Management from the Desktop and mobile phones

In making use of Receipt Management every user will need to have an Intuit account linked to the specific company submit an application for which receipts should always be uploaded and posted into the accounting. It is a fact set up user will undoubtedly 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 in to QuickBooks while the Administrator for the file you intend to configure for Receipt Management. The access the feature through the QuickBooks menu by selecting Vendors, and after that choosing Receipt Management.

 

Select the Intuit Account you employ for the Company file you've got open, if you are not already logged-in to your Intuit Account you'll be anticipated to do that. Should you not currently have an Intuit Account, you'll be needed seriously to create one.

Receipt Management happens to be active from the Desktop. If you have other QuickBooks User who you wish to give access to upload receipts or create new transactions to match receipts with, it is simple to assign them different access roles predicated on their permissions by selecting Manage users under Receipt Management.

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Be aware that these QuickBooks Users will need to have permissions including Bank Registers (all Bank Accounts), Checks, charge card charges, charge card registers, Customer Center, Vendor Center, Chart of Accounts List, Class List, Edit Bills and settle payments. These permissions are assigned and controlled through the User Security features for the specific types 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.

Based on the option you selection more information is displayed. For Desktop & Mobile App access right here window is displayed.

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

If 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 to the User to finalize their brand new permission status. Once the User accepts the e-mail invite, they will be necessary to either enter their Intuit username and passwords or create a unique Intuit account associated using the company file, once they do this they have the ability to manage receipts via the method(s) you have got authorized.