AFH Receipt Tool
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1. Upload Receipt
Receipt File (PDF or photo)
π
Tap to choose a file, or drag here
Notes (optional, goes on QBO memo / saved-receipt label)
Review Receipt β
πΎ Save for Later
π₯ Pending Receipts
β» Refresh
Review Receipt
β
2. Review & Adjust
π View receipt source
Vendor
+ Add "
" to QBO
Paid From
Transaction Date
Receipt #
Properties
β optional, leave empty for no class
No Property Class
Split by:
%
$
β» Refresh Property List
Description
Qty
Line $
Category
Property
+ Add line
Subtotal
$0.00
Sales Tax (allocated proportionally)
Receipt Total
$0.00
β© Negative total β this will post to QuickBooks as a
Credit Card Credit
(refund).
β Back
Submit to Accounting β
3. β Posted to QuickBooks
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