Attaching Receipts to Transactions
Overview
Attaching receipts to transactions in Quicken Business & Personal helps you stay organized, simplify tax time, and create a complete audit trail. By storing digital copies of your receipts with the related transaction, you can quickly locate proof of purchase and ensure your records meet IRS and business compliance standards.
For business owners, freelancers, or anyone tracking deductible expenses, this feature is essential. Receipts provide the backup documentation you’ll need for tax deductions, reimbursements, and audits.
Why Attach Receipts?
Benefit | Description |
Tax Deductions | Attach receipts to any transaction you plan to claim as a tax deduction—meals, supplies, travel, professional services, and more. |
Audit Protection | Receipts serve as clear proof for every business or reimbursable expense in case of an IRS audit or client review. |
Efficient Organization | Say goodbye to paper clutter and searching for lost receipts—everything is in one place. |
Quick Access | View attached receipts directly from the transaction record—perfect for checking details or responding to questions. |
🔍When to Attach Receipts
Business Expenses (always recommended):
Meals and entertainment
Office supplies and equipment
Travel (airfare, hotels, mileage, transportation)
Professional services (legal, accounting, consulting)
Cash transactions
Personal Expenses (optional but helpful):
Large purchases with warranties
Medical expenses
Charitable donations
Items you may need to return
Tax-Deductible Items: Always attach receipts for any expense you’ll claim on your tax return.
🧾 What Should Be on Your Receipt?
For IRS compliance and accurate reporting, make sure your receipt includes:
Amount – Total transaction cost
Date – When the expense occurred
Vendor – Where the transaction took place
Description – What was purchased or the nature of the service
💡 Most standard receipts already include all of this automatically.
🛠 How to Attach a Receipt
💡 Before you begin
Make sure you have a digital copy of your receipt saved to your computer or mobile device. This can be a scanned image, photo, or PDF—Quicken accepts JPG, PNG, and PDF file types.
Step 1: Find the Transaction
Go to the Transactions section in the left-hand navigation panel.
Locate the transaction you want to attach a receipt to.
Step 2: Edit the Transaction
Hover over the transaction row.
Click the three dots menu at the far right.
Select Edit transaction.
Step 3: Upload the Receipt
In the Transaction Details window, find the Attachments section.
Click Upload to browse for the file.
Or: Drag and drop the receipt file directly into the upload area.Select the file and confirm.
Step 4: Save the Transaction
Click Update to save your changes.
📌 Best Practices
Capture receipts immediately: Take a photo or scan right after purchase to avoid losing paper copies
Check clarity: Make sure the receipt image is readable and shows amount, date, vendor, and description
Use consistent naming if uploading multiple files (e.g., “2025-01-15 Office Depot Supplies”)
Review regularly: Confirm important receipts are attached before month- or year-end
Focus on cash purchases: These often lack bank records, so the receipt may be your only proof
📂 Receipt File Requirements
Requirement | Details |
Accepted Formats | JPG, PNG, PDF |