Place the receipt in your scanner and confirm that the scanner is connected to your computer.Click the “Spending” tab, and then click “Transactions” just below the tab.
Use the “Transaction Attachments” dialog to scan your receipts directly into Quicken. Have your receipts emailed to you, if offered.Take a picture of receipts with your smartphone.Scan receipts and keep them at least six years.Make notes on receipts about their business purpose.What is the best way to save receipts?ħ Tips for Keeping Receipts Organized for Small-Business Owners – Share or save: Send documents to colleagues via email or text, or export them as PDF and JPG files to Evernote and other apps. – Save time: Scannable automatically rotates, crops, and adjusts images so your scans are clear and easy to read. By default, ‘Auto’ will save single-page scans as images and multi-page scans as PDFs. Tap the three dots button from the capture screen, then tap Settings > File Type. You can choose whether to save scanned items as images or PDFs in the app settings. Images captured using Scannable can easily be saved directly to your device or to Evernote, shared via email or text message, exported, or opened using other apps on your device. Once you’ve captured an image, Scannable automatically crops and enhances the image by adjusting the brightness, contrast, and clarity. Send the digital receipt for approval via your smartphone.Add any details or meta-data that you need.Upload the picture to Rydoo, where the OCR software will scan the image and automatically extract the amount, date, currency, and merchant.
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