At Heard, saving receipts for the purchases of business expenses is optional, although recommended. The IRS also requires that you save receipts for business purchases of $75 or more in case you are audited at some point in the future. You can save the receipts as paper copies, digital copies, or upload them to your Heard account.
How to upload receipts to Heard
To upload receipts to your Heard account, please follow the steps below.
- Go to Bookkeeping>Transactions.
- Identify the transaction that corresponds with the receipt that you are uploading.
- Scroll to the right, and click the three dots "...".
- Click Upload Receipt
- From the pop-up window, click Select Documents
- Select the file and click Open
- Click the Upload button to upload to Heard.
Follow the walkthrough video below from Robby on our Engagement team on how to upload receipts to Heard.
How can I download receipts uploaded to Heard?
You can easily access and download your receipts by:
- Go to Your Practice, then Documents
- At the top of the Documents page, click on the Receipts tab.
- You can then view/download/print all the receipts you have uploaded.