When you scan a receipt using Quick Menu or Scan to Cloud, the receipt data is not automatically extracted, and a transaction record is not created in QuickBooks Online.
To locate and use the scanned receipt, follow the steps below:
- Manually create a new record (e.g., an expense or bill) in QuickBooks Online.
- In the record, go to the Attachments section.
- Click "Show existing" to view and attach the scanned receipt file.
For detailed instructions, please refer to the QuickBooks Online help.
Note: QuickBooks Online can be used through ScanSnap Cloud only.