Read below to learn how LZ Books will help you manage your receipts:
On the web
- You can upload copies of your receipts, and we will match receipts to transactions based on the date, amount, and last four digits of the account used.
- When the last four digits of the account on the receipt don't match the account you have connected with LZ Books, we also provide the option to create a cash transaction for the receipt.
- You can upload a receipt on an individual transaction.
In the LegalZoom mobile app
- From the Transactions tab, select Add Receipt.
- You can take a picture of a receipt, and we will upload a copy for you, or you can upload receipts using the methods above.